IBEX Wealth Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-154,450
| Closed | -$1.91M | – | 228 |
|
|
2024
Q3 | $1.91M | Buy |
154,450
+154,432
| +857,956% | +$1.91M | 0.52% | 48 |
|
|
2024
Q2 | $5.45K | Buy |
+18
| New | +$5.45K | ﹤0.01% | 252 |
|
|
2019
Q3 | – | Sell |
-264
| Closed | -$40K | – | 310 |
|
|
2019
Q2 | $40K | Buy |
+264
| New | +$40K | 0.01% | 238 |
|