TrueWealth LLC’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-117
| Closed | -$23K | – | 785 |
|
|
2019
Q4 | $23K | Hold |
117
| – | – | 0.01% | 363 |
|
|
2019
Q3 | $21K | Hold |
117
| – | – | 0.01% | 363 |
|
|
2019
Q2 | $18K | Hold |
117
| – | – | 0.01% | 389 |
|
|
2019
Q1 | $17K | Hold |
117
| – | – | 0.01% | 383 |
|
|
2018
Q4 | $15K | Hold |
117
| – | – | 0.01% | 396 |
|
|
2018
Q3 | $18K | Hold |
117
| – | – | 0.01% | 399 |
|
|
2018
Q2 | $16K | Hold |
117
| – | – | 0.01% | 416 |
|
|
2018
Q1 | $15K | Sell |
117
-12
| -9% | -$1.54K | 0.01% | 398 |
|
|
2017
Q4 | $18K | Buy |
+129
| New | +$18K | 0.01% | 413 |
|