Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,966
| Closed | -$618K | – | 513 |
|
|
2016
Q4 | $618K | Sell |
6,966
-2,433
| -26% | -$216K | 0.14% | 213 |
|
|
2016
Q3 | $860K | Buy |
9,399
+117
| +1% | +$10.7K | 0.1% | 246 |
|
|
2016
Q2 | $911K | Sell |
9,282
-585
| -6% | -$57.4K | 0.12% | 221 |
|
|
2016
Q1 | $938K | Sell |
9,867
-543
| -5% | -$51.6K | 0.13% | 202 |
|
|
2015
Q4 | $898K | Buy |
+10,410
| New | +$898K | 0.12% | 218 |
|