V Wealth Advisors’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 | – | Sell |
-5,646
| Closed | -$1.34M | – | 394 |
|
|
2022
Q4 | $1.34M | Sell |
5,646
-829
| -13% | -$197K | 0.28% | 80 |
|
|
2022
Q3 | $1.33M | Sell |
6,475
-192
| -3% | -$39.3K | 0.27% | 83 |
|
|
2022
Q2 | $1.49M | Buy |
6,667
+107
| +2% | +$24K | 0.28% | 84 |
|
|
2022
Q1 | $1.64M | Buy |
6,560
+143
| +2% | +$35.7K | 0.26% | 89 |
|
|
2021
Q4 | $2.26M | Buy |
6,417
+153
| +2% | +$53.9K | 0.33% | 61 |
|
|
2021
Q3 | $1.75M | Buy |
6,264
+336
| +6% | +$94K | 0.27% | 81 |
|
|
2021
Q2 | $1.62M | Buy |
5,928
+189
| +3% | +$51.5K | 0.26% | 95 |
|
|
2021
Q1 | $1.41M | Buy |
+5,739
| New | +$1.41M | 0.26% | 97 |
|
|
2017
Q3 | – | Sell |
-162
| Closed | -$19K | – | 614 |
|
|
2017
Q2 | $19K | Buy |
+162
| New | +$19K | 0.01% | 467 |
|