Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-451
| Closed | -$101K | – | 603 |
|
|
2022
Q2 | $101K | Buy |
451
+1
| +0.2% | +$224 | 0.02% | 173 |
|
|
2022
Q1 | $112K | Buy |
450
+385
| +592% | +$95.8K | 0.02% | 151 |
|
|
2021
Q4 | $22K | Buy |
+65
| New | +$22K | ﹤0.01% | 242 |
|
|
2021
Q1 | – | Sell |
-12
| Closed | -$2K | – | 420 |
|
|
2020
Q4 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 340 |
|