Tradition Wealth Management’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-818
| Closed | -$284K | – | 415 |
|
|
2024
Q1 | $284K | Sell |
818
-705
| -46% | -$245K | 0.03% | 310 |
|
|
2023
Q4 | $475K | Buy |
1,523
+1,500
| +6,522% | +$468K | 0.05% | 203 |
|
|
2023
Q3 | $6K | Hold |
23
| – | – | ﹤0.01% | 1141 |
|
|
2023
Q2 | $6K | Buy |
23
+3
| +15% | +$783 | ﹤0.01% | 1171 |
|
|
2023
Q1 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 1221 |
|