Squar Milner Financial Services’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-609
| Closed | -$93K | – | 636 |
|
2020
Q1 | $93K | Sell |
609
-6
| -1% | -$916 | 0.06% | 279 |
|
2019
Q4 | $119K | Buy |
+615
| New | +$119K | 0.06% | 287 |
|
2019
Q3 | – | Sell |
-621
| Closed | -$95K | – | 621 |
|
2019
Q2 | $95K | Hold |
621
| – | – | 0.06% | 281 |
|
2019
Q1 | $89K | Buy |
621
+21
| +4% | +$3.01K | 0.07% | 270 |
|
2018
Q4 | $79K | Hold |
600
| – | – | 0.08% | 249 |
|
2018
Q3 | $91K | Hold |
600
| – | – | 0.08% | 250 |
|
2018
Q2 | $82K | Buy |
+600
| New | +$82K | 0.07% | 273 |
|