Stevens First Principles Investment Advisors’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-42
| Closed | -$6K | – | 185 |
|
|
2017
Q4 | $6K | Hold |
42
| – | – | ﹤0.01% | 162 |
|
|
2017
Q3 | $5K | Hold |
42
| – | – | ﹤0.01% | 158 |
|
|
2017
Q2 | $5K | Hold |
42
| – | – | ﹤0.01% | 156 |
|
|
2017
Q1 | $4K | Hold |
42
| – | – | ﹤0.01% | 149 |
|
|
2016
Q4 | $4K | Hold |
42
| – | – | ﹤0.01% | 151 |
|
|
2016
Q3 | $4K | Hold |
42
| – | – | ﹤0.01% | 137 |
|
|
2016
Q2 | $4K | Hold |
42
| – | – | ﹤0.01% | 128 |
|
|
2016
Q1 | $4K | Buy |
+42
| New | +$4K | ﹤0.01% | 125 |
|