Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,176
| Closed | -$294K | – | 243 |
|
|
2022
Q1 | $294K | Sell |
1,176
-75
| -6% | -$18.7K | 0.07% | 175 |
|
|
2021
Q4 | $441K | Hold |
1,251
| – | – | 0.1% | 148 |
|
|
2021
Q3 | $350K | Hold |
1,251
| – | – | 0.09% | 167 |
|
|
2021
Q2 | $341K | Buy |
+1,251
| New | +$341K | 0.08% | 162 |
|
|
2021
Q1 | – | Sell |
-1,287
| Closed | -$315K | – | 197 |
|
|
2020
Q4 | $315K | Sell |
1,287
-168
| -12% | -$41.2K | 0.1% | 138 |
|
|
2020
Q3 | $338K | Sell |
1,455
-300
| -17% | -$69.7K | 0.13% | 121 |
|
|
2020
Q2 | $338K | Sell |
1,755
-24
| -1% | -$4.62K | 0.14% | 113 |
|
|
2020
Q1 | $272K | Hold |
1,779
| – | – | 0.15% | 105 |
|
|
2019
Q4 | $346K | Buy |
+1,779
| New | +$346K | 0.15% | 116 |
|