Peak Financial Advisors’s Sherwin-Williams SHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,677	Closed	-$2.59M	–	89
2024 Q2	$2.59M	Buy	8,677 +242	+3%	+$72.2K	1.49%	32
2024 Q1	$2.93M	Buy	+8,435	New	+$2.93M	1.78%	19