Invenio 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
2024
Q4
Sell
-526
Closed -$201K 105
2024
Q3
$201K Buy
+526
New +$201K 0.09% 98
2023
Q3
Sell
-832
Closed -$221K 93
2023
Q2
$221K Buy
+832
New +$221K 0.25% 71