Core Wealth Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-199
| Closed | -$69.1K | – | 207 |
|
|
2024
Q1 | $69.1K | Hold |
199
| – | – | 0.02% | 91 |
|
|
2023
Q4 | $62.1K | Buy |
199
+150
| +306% | +$46.8K | 0.02% | 90 |
|
|
2023
Q3 | $12.5K | Hold |
49
| – | – | 0.01% | 141 |
|
|
2023
Q2 | $13K | Buy |
+49
| New | +$13K | 0.01% | 139 |
|
|
2020
Q4 | – | Sell |
-3
| Closed | -$1K | – | 192 |
|
|
2020
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 153 |
|