Lucia Wealth Services’s Sherwin-Williams SHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-5,691
Closed -$773K 233
2018
Q2
$773K Hold
5,691
0.34% 68
2018
Q1
$744K Hold
5,691
0.24% 90
2017
Q4
$778K Buy
+5,691
New +$778K 0.34% 62