GWP
Gateway Wealth Partners’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,294
| Closed | -$330K | – | 269 |
|
|
2023
Q3 | $330K | Sell |
1,294
-33
| -2% | -$8.42K | 0.06% | 176 |
|
|
2023
Q2 | $352K | Buy |
1,327
+2
| +0.2% | +$531 | 0.06% | 163 |
|
|
2023
Q1 | $298K | Buy |
1,325
+1
| +0.1% | +$225 | 0.05% | 163 |
|
|
2022
Q4 | $314K | Buy |
+1,324
| New | +$314K | 0.05% | 142 |
|