KFS
Kaizen Financial Strategies’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-862
| Closed | -$215K | – | 135 |
|
|
2022
Q1 | $215K | Buy |
862
+2
| +0.2% | +$499 | 0.17% | 122 |
|
|
2021
Q4 | $303K | Buy |
860
+1
| +0.1% | +$352 | 0.23% | 105 |
|
|
2021
Q3 | $240K | Buy |
+859
| New | +$240K | 0.19% | 124 |
|
|
2021
Q1 | $301K | Sell |
408
-1
| -0.2% | -$738 | 0.29% | 103 |
|
|
2020
Q4 | $300K | Buy |
+409
| New | +$300K | 0.33% | 91 |
|