ETIA
Epic Trust Investment Advisors’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $257K | Buy |
860
+41
| +5% | +$12.2K | 0.28% | 90 |
|
|
2024
Q1 | $285K | Buy |
819
+1
| +0.1% | +$347 | 0.35% | 78 |
|
|
2023
Q4 | $255K | Buy |
+818
| New | +$255K | 0.34% | 79 |
|
|
2023
Q2 | – | Sell |
-947
| Closed | -$213K | – | 116 |
|
|
2023
Q1 | $213K | Sell |
947
-422
| -31% | -$94.9K | 0.26% | 103 |
|
|
2022
Q4 | $325K | Sell |
1,369
-34
| -2% | -$8.07K | 0.49% | 64 |
|
|
2022
Q3 | $287K | Buy |
+1,403
| New | +$287K | 0.4% | 77 |
|