Burt Wealth Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-456
| Closed | -$112K | – | 307 |
|
|
2020
Q4 | $112K | Hold |
456
| – | – | 0.04% | 125 |
|
|
2020
Q3 | $106K | Hold |
456
| – | – | 0.04% | 121 |
|
|
2020
Q2 | $88K | Buy |
456
+6
| +1% | +$1.16K | 0.04% | 128 |
|
|
2020
Q1 | $69K | Hold |
450
| – | – | 0.03% | 141 |
|
|
2019
Q4 | $88K | Hold |
450
| – | – | 0.03% | 134 |
|
|
2019
Q3 | $82K | Hold |
450
| – | – | 0.03% | 138 |
|
|
2019
Q2 | $69K | Hold |
450
| – | – | 0.03% | 149 |
|
|
2019
Q1 | $65K | Hold |
450
| – | – | 0.03% | 154 |
|
|
2018
Q4 | $59K | Buy |
450
+210
| +88% | +$27.5K | 0.03% | 162 |
|
|
2018
Q3 | $36K | Hold |
240
| – | – | 0.02% | 204 |
|
|
2018
Q2 | $33K | Hold |
240
| – | – | 0.02% | 207 |
|
|
2018
Q1 | $31K | Hold |
240
| – | – | 0.02% | 221 |
|
|
2017
Q4 | $33K | Buy |
+240
| New | +$33K | 0.02% | 213 |
|