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 |
|