Milestone Investment Advisors’s Sherwin-Williams SHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-628
Closed -$160K 389
2023
Q3
$160K Buy
+628
New +$160K 0.05% 117
2023
Q2
Sell
-628
Closed -$141K 385
2023
Q1
$141K Buy
+628
New +$141K 0.04% 125