Kore Private Wealth’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,186
| Closed | -$611K | – | 435 |
|
|
2021
Q3 | $611K | Buy |
2,186
+383
| +21% | +$107K | 0.06% | 206 |
|
|
2021
Q2 | $491K | Buy |
+1,803
| New | +$491K | 0.06% | 224 |
|
|
2020
Q3 | – | Sell |
-267
| Closed | -$51K | – | 941 |
|
|
2020
Q2 | $51K | Sell |
267
-42
| -14% | -$8.02K | 0.01% | 454 |
|
|
2020
Q1 | $47K | Buy |
309
+81
| +36% | +$12.3K | 0.01% | 430 |
|
|
2019
Q4 | $44K | Buy |
+228
| New | +$44K | 0.01% | 503 |
|
|
2019
Q2 | – | Sell |
-303
| Closed | -$44K | – | 689 |
|
|
2019
Q1 | $44K | Sell |
303
-99
| -25% | -$14.4K | 0.01% | 404 |
|
|
2018
Q4 | $53K | Buy |
+402
| New | +$53K | 0.01% | 360 |
|