Samalin Investment Counsel’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-899
| Closed | -$202K | – | 287 |
|
|
2023
Q1 | $202K | Buy |
899
+3
| +0.3% | +$674 | 0.12% | 223 |
|
|
2022
Q4 | $213K | Buy |
+896
| New | +$213K | 0.13% | 213 |
|
|
2022
Q3 | – | Sell |
-895
| Closed | -$200K | – | 241 |
|
|
2022
Q2 | $200K | Hold |
895
| – | – | 0.14% | 196 |
|
|
2022
Q1 | $223K | Buy |
895
+251
| +39% | +$62.5K | 0.14% | 215 |
|
|
2021
Q4 | $227K | Buy |
+644
| New | +$227K | 0.14% | 212 |
|
|
2020
Q1 | – | Sell |
-951
| Closed | -$185K | – | 455 |
|
|
2019
Q4 | $185K | Buy |
+951
| New | +$185K | 0.16% | 160 |
|