Financial Architects (New Jersey)’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-57
| Closed | -$11K | – | 673 |
|
|
2020
Q2 | $11K | Sell |
57
-9
| -14% | -$1.74K | ﹤0.01% | 636 |
|
|
2020
Q1 | $10K | Hold |
66
| – | – | ﹤0.01% | 626 |
|
|
2019
Q4 | $13K | Hold |
66
| – | – | ﹤0.01% | 639 |
|
|
2019
Q3 | $12K | Hold |
66
| – | – | ﹤0.01% | 687 |
|
|
2019
Q2 | $10K | Sell |
66
-267
| -80% | -$40.5K | ﹤0.01% | 783 |
|
|
2019
Q1 | $47K | Sell |
333
-15
| -4% | -$2.12K | 0.01% | 560 |
|
|
2018
Q4 | $45K | Buy |
348
+9
| +3% | +$1.16K | 0.01% | 520 |
|
|
2018
Q3 | $52K | Sell |
339
-24
| -7% | -$3.68K | 0.01% | 535 |
|
|
2018
Q2 | $50K | Sell |
363
-36
| -9% | -$4.96K | 0.01% | 572 |
|
|
2018
Q1 | $52K | Sell |
399
-15
| -4% | -$1.96K | 0.01% | 531 |
|
|
2017
Q4 | $57K | Buy |
414
+9
| +2% | +$1.24K | 0.01% | 568 |
|
|
2017
Q3 | $49K | Sell |
405
-36
| -8% | -$4.36K | 0.01% | 621 |
|
|
2017
Q2 | $52K | Sell |
441
-858
| -66% | -$101K | 0.01% | 581 |
|
|
2017
Q1 | $134K | Buy |
1,299
+891
| +218% | +$91.9K | 0.02% | 367 |
|
|
2016
Q4 | $36K | Buy |
408
+60
| +17% | +$5.29K | 0.01% | 663 |
|
|
2016
Q3 | $33K | Hold |
348
| – | – | 0.01% | 691 |
|
|
2016
Q2 | $34K | Buy |
348
+234
| +205% | +$22.9K | 0.01% | 637 |
|
|
2016
Q1 | $11K | Buy |
+114
| New | +$11K | ﹤0.01% | 715 |
|
|
2015
Q3 | – | Sell |
-129
| Closed | -$12K | – | 770 |
|
|
2015
Q2 | $12K | Sell |
129
-42
| -25% | -$3.91K | ﹤0.01% | 727 |
|
|
2015
Q1 | $16K | Buy |
171
+114
| +200% | +$10.7K | 0.01% | 619 |
|
|
2014
Q4 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 821 |
|