Kalos 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
Q3 | – | Sell |
-1,084
| Closed | -$254K | – | 104 |
|
2022
Q2 | $254K | Buy |
1,084
+22
| +2% | +$5.16K | 0.34% | 97 |
|
2022
Q1 | $265K | Sell |
1,062
-120
| -10% | -$29.9K | 0.18% | 129 |
|
2021
Q4 | $379K | Buy |
1,182
+87
| +8% | +$27.9K | 0.1% | 190 |
|
2021
Q3 | $351K | Buy |
+1,095
| New | +$351K | 0.1% | 191 |
|
2021
Q2 | – | Sell |
-3,465
| Closed | -$330K | – | 302 |
|
2021
Q1 | $330K | Buy |
+3,465
| New | +$330K | 0.1% | 205 |
|