Clear Perspective 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
Q4
$1.48M Hold
4,201
0.45% 42
2021
Q3
$1.18M Hold
4,201
0.4% 44
2021
Q2
$1.15M Sell
4,201
-140
-3% -$38.2K 0.4% 47
2021
Q1
$1.07M Sell
4,341
-210
-5% -$51.7K 0.42% 47
2020
Q4
$1.12M Buy
4,551
+51
+1% +$12.5K 0.46% 42
2020
Q3
$211 Hold
4,500
0.1% 128
2020
Q2
$867K Sell
4,500
-450
-9% -$86.7K 0.47% 38
2020
Q1
$758K Sell
4,950
-150
-3% -$23K 0.51% 39
2019
Q4
$992K Sell
5,100
-300
-6% -$58.4K 0.61% 43
2019
Q3
$990K Hold
5,400
0.45% 50
2019
Q2
$825K Sell
5,400
-300
-5% -$45.8K 0.53% 48
2019
Q1
$856K Hold
5,700
0.61% 44
2018
Q4
$748K Hold
5,700
0.62% 42
2018
Q3
$865K Hold
5,700
0.64% 46
2018
Q2
$774K Sell
5,700
-600
-10% -$81.5K 0.54% 49
2018
Q1
$823K Hold
6,300
0.61% 37
2017
Q4
$861K Hold
6,300
0.66% 35
2017
Q3
$752K Hold
6,300
0.61% 42
2017
Q2
$737K Hold
6,300
0.62% 44
2017
Q1
$651K Sell
6,300
-450
-7% -$46.5K 0.43% 53
2016
Q4
$605K Buy
+6,750
New +$605K 0.4% 61