Harvest Group Wealth Management’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-126
| Closed | -$31K | – | 600 |
|
|
2020
Q4 | $31K | Hold |
126
| – | – | 0.02% | 141 |
|
|
2020
Q3 | $29K | Buy |
126
+63
| +100% | +$14.5K | 0.02% | 129 |
|
|
2020
Q2 | $12K | Hold |
63
| – | – | 0.01% | 202 |
|
|
2020
Q1 | $9K | Hold |
63
| – | – | 0.01% | 217 |
|
|
2019
Q4 | $12K | Hold |
63
| – | – | 0.01% | 217 |
|
|
2019
Q3 | $12K | Hold |
63
| – | – | 0.01% | 234 |
|
|
2019
Q2 | $9K | Hold |
63
| – | – | 0.01% | 235 |
|
|
2019
Q1 | $9K | Buy |
+63
| New | +$9K | 0.01% | 264 |
|