Circle Wealth Management’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,026
| Closed | -$256K | – | 176 |
|
|
2022
Q1 | $256K | Sell |
1,026
-5
| -0.5% | -$1.25K | 0.03% | 168 |
|
|
2021
Q4 | $363K | Hold |
1,031
| – | – | 0.05% | 145 |
|
|
2021
Q3 | $288K | Sell |
1,031
-1,535
| -60% | -$429K | 0.04% | 153 |
|
|
2021
Q2 | $699K | Buy |
2,566
+4
| +0.2% | +$1.09K | 0.1% | 104 |
|
|
2021
Q1 | $630K | Sell |
2,562
-42
| -2% | -$10.3K | 0.1% | 92 |
|
|
2020
Q4 | $638K | Buy |
+2,604
| New | +$638K | 0.09% | 119 |
|