Laurel Wealth Planning’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-324
| Closed | -$76.9K | – | 173 |
|
|
2022
Q4 | $76.9K | Hold |
324
| – | – | 0.05% | 91 |
|
|
2022
Q3 | $66K | Hold |
324
| – | – | 0.05% | 90 |
|
|
2022
Q2 | $73K | Hold |
324
| – | – | 0.05% | 92 |
|
|
2022
Q1 | $81K | Hold |
324
| – | – | 0.05% | 103 |
|
|
2021
Q4 | $114K | Hold |
324
| – | – | 0.09% | 73 |
|
|
2021
Q3 | $91K | Sell |
324
-291
| -47% | -$81.7K | 0.07% | 76 |
|
|
2021
Q2 | $168K | Hold |
615
| – | – | 0.15% | 51 |
|
|
2021
Q1 | $151K | Hold |
615
| – | – | 0.14% | 49 |
|
|
2020
Q4 | $151K | Buy |
+615
| New | +$151K | 0.15% | 47 |
|