CWS
Confluence Wealth Services’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-935
| Closed | -$279K | – | 362 |
|
|
2024
Q2 | $279K | Buy |
935
+328
| +54% | +$97.9K | 0.02% | 313 |
|
|
2024
Q1 | $211K | Buy |
+607
| New | +$211K | 0.02% | 322 |
|
|
2022
Q1 | – | Sell |
-216
| Closed | -$76K | – | 997 |
|
|
2021
Q4 | $76K | Buy |
+216
| New | +$76K | 0.02% | 378 |
|