Transform Wealth’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,496
| Closed | -$339K | – | 216 |
|
|
2018
Q2 | $339K | Sell |
2,496
-1,137
| -31% | -$154K | 0.06% | 177 |
|
|
2018
Q1 | $475K | Sell |
3,633
-4,605
| -56% | -$602K | 0.09% | 174 |
|
|
2017
Q4 | $1.13M | Sell |
8,238
-378
| -4% | -$51.7K | 0.21% | 142 |
|
|
2017
Q3 | $1.03M | Buy |
+8,616
| New | +$1.03M | 0.36% | 101 |
|
|
2017
Q2 | – | Sell |
-7,113
| Closed | -$735K | – | 154 |
|
|
2017
Q1 | $735K | Buy |
+7,113
| New | +$735K | 0.28% | 132 |
|