Planned Solutions’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-33
| Closed | -$12.6K | – | 544 |
|
|
2024
Q3 | $12.6K | Buy |
+33
| New | +$12.6K | 0.01% | 425 |
|
|
2024
Q1 | – | Sell |
-33
| Closed | -$10.3K | – | 473 |
|
|
2023
Q4 | $10.3K | Buy |
+33
| New | +$10.3K | ﹤0.01% | 421 |
|
|
2021
Q1 | – | Sell |
-18
| Closed | -$4K | – | 346 |
|
|
2020
Q4 | $4K | Hold |
18
| – | – | ﹤0.01% | 410 |
|
|
2020
Q3 | $4K | Buy |
+18
| New | +$4K | ﹤0.01% | 291 |
|