Marks Group Wealth 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
Q1 | – | Sell |
-8,804
| Closed | -$3.1M | – | 328 |
|
|
2021
Q4 | $3.1M | Sell |
8,804
-12,444
| -59% | -$4.38M | 0.38% | 96 |
|
|
2021
Q3 | $5.96M | Sell |
21,248
-251
| -1% | -$70.4K | 0.81% | 41 |
|
|
2021
Q2 | $5.87M | Sell |
21,499
-608
| -3% | -$166K | 0.81% | 35 |
|
|
2021
Q1 | $5.41M | Buy |
22,107
+288
| +1% | +$70.5K | 0.8% | 48 |
|
|
2020
Q4 | $5.35M | Sell |
21,819
-72
| -0.3% | -$17.6K | 0.83% | 36 |
|
|
2020
Q3 | $5.08M | Sell |
21,891
-174
| -0.8% | -$40.4K | 0.92% | 18 |
|
|
2020
Q2 | $4.24M | Sell |
22,065
-1,743
| -7% | -$335K | 0.86% | 43 |
|
|
2020
Q1 | $3.64M | Sell |
23,808
-1,578
| -6% | -$241K | 0.94% | 51 |
|
|
2019
Q4 | $4.94M | Buy |
+25,386
| New | +$4.94M | 0.97% | 20 |
|