Icon Wealth Partners’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-279
| Closed | -$40K | – | 660 |
|
|
2019
Q1 | $40K | Buy |
+279
| New | +$40K | 0.01% | 401 |
|
|
2018
Q3 | – | Sell |
-444
| Closed | -$60K | – | 643 |
|
|
2018
Q2 | $60K | Buy |
+444
| New | +$60K | 0.03% | 339 |
|
|
2018
Q1 | – | Sell |
-444
| Closed | -$61K | – | 642 |
|
|
2017
Q4 | $61K | Buy |
+444
| New | +$61K | 0.03% | 365 |
|