TWA
TCI Wealth Advisors’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-127
| Closed | -$28.5K | – | 1904 |
|
|
2023
Q1 | $28.5K | Buy |
127
+95
| +297% | +$21.4K | ﹤0.01% | 577 |
|
|
2022
Q4 | $7.6K | Sell |
32
-135
| -81% | -$32K | ﹤0.01% | 1256 |
|
|
2022
Q3 | $34K | Buy |
167
+24
| +17% | +$4.89K | 0.01% | 481 |
|
|
2022
Q2 | $32K | Buy |
143
+103
| +258% | +$23K | ﹤0.01% | 493 |
|
|
2022
Q1 | $10K | Sell |
40
-31
| -44% | -$7.75K | ﹤0.01% | 1117 |
|
|
2021
Q4 | $25K | Buy |
71
+11
| +18% | +$3.87K | ﹤0.01% | 616 |
|
|
2021
Q3 | $17K | Buy |
60
+29
| +94% | +$8.22K | ﹤0.01% | 751 |
|
|
2021
Q2 | $8K | Buy |
31
+21
| +210% | +$5.42K | ﹤0.01% | 1119 |
|
|
2021
Q1 | $7K | Buy |
10
+8
| +400% | +$5.6K | ﹤0.01% | 1061 |
|
|
2020
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 1423 |
|
|
2020
Q3 | – | Sell |
-10
| Closed | -$6K | – | 1633 |
|
|
2020
Q2 | $6K | Sell |
10
-37
| -79% | -$22.2K | ﹤0.01% | 688 |
|
|
2020
Q1 | $22K | Sell |
47
-42
| -47% | -$19.7K | 0.01% | 433 |
|
|
2019
Q4 | $52K | Buy |
89
+42
| +89% | +$24.5K | 0.02% | 374 |
|
|
2019
Q3 | $26K | Hold |
47
| – | – | 0.01% | 437 |
|
|
2019
Q2 | $22K | Hold |
47
| – | – | 0.01% | 452 |
|
|
2019
Q1 | $20K | Sell |
47
-2
| -4% | -$851 | 0.01% | 493 |
|
|
2018
Q4 | $19K | Buy |
49
+2
| +4% | +$776 | 0.01% | 481 |
|
|
2018
Q3 | $21K | Hold |
47
| – | – | 0.01% | 485 |
|
|
2018
Q2 | $19K | Buy |
47
+10
| +27% | +$4.04K | 0.01% | 498 |
|
|
2018
Q1 | $15K | Hold |
37
| – | – | 0.01% | 545 |
|
|
2017
Q4 | $15K | Hold |
37
| – | – | 0.01% | 554 |
|
|
2017
Q3 | $13K | Hold |
37
| – | – | 0.01% | 549 |
|
|
2017
Q2 | $13K | Hold |
37
| – | – | 0.01% | 547 |
|
|
2017
Q1 | $11K | Sell |
37
-48
| -56% | -$14.3K | 0.01% | 568 |
|
|
2016
Q4 | $23K | Hold |
85
| – | – | 0.01% | 461 |
|
|
2016
Q3 | $24K | Buy |
85
+25
| +42% | +$7.06K | 0.01% | 414 |
|
|
2016
Q2 | $18K | Hold |
60
| – | – | 0.01% | 463 |
|
|
2016
Q1 | $17K | Buy |
+60
| New | +$17K | 0.01% | 475 |
|