M Holdings Securities’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Hold |
0
| – | – | – | 387 |
|
2023
Q1 | – | Sell |
-1,296
| Closed | -$307K | – | 446 |
|
2022
Q4 | $307K | Buy |
1,296
+2
| +0.2% | +$474 | 0.03% | 335 |
|
2022
Q3 | $265K | Buy |
1,294
+2
| +0.2% | +$410 | 0.03% | 348 |
|
2022
Q2 | $289K | Sell |
1,292
-146
| -10% | -$32.7K | 0.03% | 341 |
|
2022
Q1 | $359K | Buy |
+1,438
| New | +$359K | 0.03% | 356 |
|
2021
Q2 | – | Sell |
-2,538
| Closed | -$624K | – | 427 |
|
2021
Q1 | $624K | Buy |
+2,538
| New | +$624K | 0.06% | 261 |
|