Capital Directions Investment Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $30.6K | Buy |
+129
| New | +$30.6K | 0.01% | 148 |
|
|
2022
Q3 | – | Sell |
-144
| Closed | -$32K | – | 145 |
|
|
2022
Q2 | $32K | Sell |
144
-78
| -35% | -$17.3K | 0.01% | 150 |
|
|
2022
Q1 | $55K | Buy |
+222
| New | +$55K | 0.02% | 138 |
|
|
2021
Q4 | – | Sell |
-129
| Closed | -$36K | – | 194 |
|
|
2021
Q3 | $36K | Hold |
129
| – | – | 0.01% | 158 |
|
|
2021
Q2 | $35K | Buy |
+129
| New | +$35K | 0.01% | 138 |
|
|
2021
Q1 | – | Sell |
-129
| Closed | -$32K | – | 319 |
|
|
2020
Q4 | $32K | Hold |
129
| – | – | 0.01% | 130 |
|
|
2020
Q3 | $30K | Hold |
129
| – | – | 0.01% | 132 |
|
|
2020
Q2 | $25K | Hold |
129
| – | – | 0.01% | 143 |
|
|
2020
Q1 | $20K | Hold |
129
| – | – | 0.01% | 165 |
|
|
2019
Q4 | $25K | Hold |
129
| – | – | 0.01% | 176 |
|
|
2019
Q3 | $24K | Buy |
+129
| New | +$24K | 0.01% | 178 |
|