Halpern Financial’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-81
| Closed | -$20.7K | – | 270 |
|
|
2023
Q3 | $20.7K | Hold |
81
| – | – | 0.01% | 125 |
|
|
2023
Q2 | $21.5K | Hold |
81
| – | – | 0.01% | 113 |
|
|
2023
Q1 | $18.2K | Hold |
81
| – | – | 0.01% | 111 |
|
|
2022
Q4 | $19.2K | Hold |
81
| – | – | 0.01% | 113 |
|
|
2022
Q3 | $16.6K | Hold |
81
| – | – | 0.01% | 122 |
|
|
2022
Q2 | $18.1K | Hold |
81
| – | – | 0.01% | 128 |
|
|
2022
Q1 | $20.2K | Sell |
81
-33
| -29% | -$8.24K | 0.01% | 140 |
|
|
2021
Q4 | $40.1K | Hold |
114
| – | – | 0.02% | 92 |
|
|
2021
Q3 | $31.9K | Buy |
114
+81
| +245% | +$22.7K | 0.01% | 88 |
|
|
2021
Q2 | $8.99K | Hold |
33
| – | – | ﹤0.01% | 150 |
|
|
2021
Q1 | $8.12K | Hold |
33
| – | – | ﹤0.01% | 155 |
|
|
2020
Q4 | $8.08K | Hold |
33
| – | – | ﹤0.01% | 139 |
|
|
2020
Q3 | $7.66K | Buy |
+33
| New | +$7.66K | ﹤0.01% | 125 |
|