CWM
C2C Wealth Management’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-858
| Closed | -$216K | – | 207 |
|
|
2023
Q3 | $216K | Hold |
858
| – | – | 0.03% | 216 |
|
|
2023
Q2 | $230K | Buy |
+858
| New | +$230K | 0.03% | 225 |
|
|
2023
Q1 | – | Sell |
-858
| Closed | -$202K | – | 243 |
|
|
2022
Q4 | $202K | Buy |
+858
| New | +$202K | 0.04% | 163 |
|
|
2022
Q3 | – | Sell |
-900
| Closed | -$223K | – | 185 |
|
|
2022
Q2 | $223K | Hold |
900
| – | – | 0.04% | 165 |
|
|
2022
Q1 | $229K | Hold |
900
| – | – | 0.04% | 181 |
|
|
2021
Q4 | $317K | Buy |
+900
| New | +$317K | 0.05% | 168 |
|