HCIA
Hochman Cole Investment Advisors’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $839K | Hold |
3,000
| – | – | 0.33% | 59 |
|
|
2021
Q2 | $817K | Buy |
3,000
+2,000
| +200% | +$545K | 0.33% | 58 |
|
|
2021
Q1 | $738K | Hold |
1,000
| – | – | 0.31% | 58 |
|
|
2020
Q4 | $735K | Sell |
1,000
-400
| -29% | -$294K | 0.32% | 56 |
|
|
2020
Q3 | $975K | Buy |
+1,400
| New | +$975K | 0.48% | 40 |
|
|
2019
Q2 | – | Sell |
-1,400
| Closed | -$603K | – | 115 |
|
|
2019
Q1 | $603K | Hold |
1,400
| – | – | 0.36% | 55 |
|
|
2018
Q4 | $551K | Hold |
1,400
| – | – | 0.38% | 57 |
|
|
2018
Q3 | $637K | Hold |
1,400
| – | – | 0.4% | 52 |
|
|
2018
Q2 | $571K | Hold |
1,400
| – | – | 0.38% | 54 |
|
|
2018
Q1 | $549K | Hold |
1,400
| – | – | 0.38% | 50 |
|
|
2017
Q4 | $574K | Hold |
1,400
| – | – | 0.36% | 51 |
|
|
2017
Q3 | $501K | Hold |
1,400
| – | – | 0.33% | 52 |
|
|
2017
Q2 | $491K | Hold |
1,400
| – | – | 0.34% | 56 |
|
|
2017
Q1 | $434K | Buy |
+1,400
| New | +$434K | 0.32% | 55 |
|