Resurgent 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
Q1 | – | Sell |
-431
| Closed | -$134K | – | 425 |
|
|
2023
Q4 | $134K | Buy |
431
+3
| +0.7% | +$936 | 0.08% | 214 |
|
|
2023
Q3 | $109K | Sell |
428
-99
| -19% | -$25.3K | 0.07% | 220 |
|
|
2023
Q2 | $140K | Buy |
527
+4
| +0.8% | +$1.06K | 0.09% | 188 |
|
|
2023
Q1 | $118K | Sell |
523
-429
| -45% | -$96.4K | 0.08% | 209 |
|
|
2022
Q4 | $226K | Buy |
+952
| New | +$226K | 0.12% | 179 |
|
|
2022
Q3 | – | Sell |
-917
| Closed | -$205K | – | 203 |
|
|
2022
Q2 | $205K | Sell |
917
-20
| -2% | -$4.47K | 0.13% | 172 |
|
|
2022
Q1 | $234K | Buy |
+937
| New | +$234K | 0.15% | 154 |
|