Transparent Wealth Partners’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $923K | Sell |
4,106
-263
| -6% | -$59.1K | 0.67% | 16 |
|
|
2022
Q4 | $1.04M | Buy |
4,369
+11
| +0.3% | +$2.61K | 0.81% | 15 |
|
|
2022
Q3 | $892K | Buy |
4,358
+11
| +0.3% | +$2.25K | 0.75% | 16 |
|
|
2022
Q2 | $973K | Buy |
+4,347
| New | +$973K | 0.86% | 14 |
|
|
2022
Q1 | – | Sell |
-4,507
| Closed | -$1.59M | – | 53 |
|
|
2021
Q4 | $1.59M | Buy |
+4,507
| New | +$1.59M | 1.19% | 11 |
|