Nicola 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-29,400
| Closed | -$4.5M | – | 119 |
|
|
2020
Q1 | $4.5M | Hold |
29,400
| – | – | 0.68% | 56 |
|
|
2019
Q4 | $5.72M | Buy |
29,400
+3,000
| +11% | +$584K | 0.86% | 54 |
|
|
2019
Q3 | $4.84M | Buy |
26,400
+3,000
| +13% | +$550K | 0.76% | 58 |
|
|
2019
Q2 | $3.58M | Buy |
23,400
+4,500
| +24% | +$688K | 0.59% | 65 |
|
|
2019
Q1 | $2.71M | Sell |
18,900
-6,000
| -24% | -$861K | 0.41% | 81 |
|
|
2018
Q4 | $3.27M | Hold |
24,900
| – | – | 0.54% | 74 |
|
|
2018
Q3 | $3.78M | Hold |
24,900
| – | – | 0.65% | 66 |
|
|
2018
Q2 | $3.38M | Hold |
24,900
| – | – | 0.66% | 57 |
|
|
2018
Q1 | $3.26M | Buy |
+24,900
| New | +$3.26M | 0.65% | 61 |
|