PWAG
Polaris Wealth Advisory Group’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-46,126
| Closed | -$18.1M | – | 170 |
|
|
2018
Q4 | $18.1M | Sell |
46,126
-105
| -0.2% | -$41.3K | 1.71% | 27 |
|
|
2018
Q3 | $21M | Sell |
46,231
-218
| -0.5% | -$99.2K | 1.45% | 32 |
|
|
2018
Q2 | $18.2M | Sell |
46,449
-29
| -0.1% | -$11.4K | 1.54% | 31 |
|
|
2018
Q1 | $18.2M | Buy |
46,478
+2,934
| +7% | +$1.15M | 1.49% | 31 |
|
|
2017
Q4 | $17.9M | Buy |
43,544
+1,381
| +3% | +$566K | 1.47% | 33 |
|
|
2017
Q3 | $15.1M | Buy |
+42,163
| New | +$15.1M | 1.33% | 36 |
|