Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-213
| Closed | -$60K | – | 545 |
|
|
2021
Q3 | $60K | Buy |
213
+81
| +61% | +$22.8K | 0.01% | 189 |
|
|
2021
Q2 | $36K | Sell |
132
-102
| -44% | -$27.8K | 0.01% | 237 |
|
|
2021
Q1 | $58K | Buy |
234
+102
| +77% | +$25.3K | 0.01% | 182 |
|
|
2020
Q4 | $32K | Sell |
132
-39
| -23% | -$9.46K | 0.01% | 216 |
|
|
2020
Q3 | $40K | Buy |
171
+120
| +235% | +$28.1K | 0.01% | 200 |
|
|
2020
Q2 | $10K | Buy |
+51
| New | +$10K | ﹤0.01% | 292 |
|
|
2020
Q1 | – | Sell |
-42
| Closed | -$8K | – | 597 |
|
|
2019
Q4 | $8K | Buy |
42
+6
| +17% | +$1.14K | ﹤0.01% | 339 |
|
|
2019
Q3 | $7K | Hold |
36
| – | – | ﹤0.01% | 237 |
|
|
2019
Q2 | $5K | Buy |
+36
| New | +$5K | ﹤0.01% | 269 |
|