Truvvo Partners’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,752
| Closed | -$206K | – | 130 |
|
|
2017
Q2 | $206K | Sell |
1,752
-2,286
| -57% | -$269K | 0.07% | 123 |
|
|
2017
Q1 | $418K | Hold |
4,038
| – | – | 0.19% | 94 |
|
|
2016
Q4 | $362 | Sell |
4,038
-894
| -18% | -$80 | 0.13% | 111 |
|
|
2016
Q3 | $455K | Hold |
4,932
| – | – | 0.2% | 94 |
|
|
2016
Q2 | $483K | Hold |
4,932
| – | – | 0.25% | 87 |
|
|
2016
Q1 | $468K | Sell |
4,932
-2,343
| -32% | -$222K | 0.21% | 87 |
|
|
2015
Q4 | $630K | Buy |
+7,275
| New | +$630K | 0.33% | 66 |
|