Walled Lake Planning & Wealth Management’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-72
| Closed | -$20K | – | 279 |
|
|
2021
Q3 | $20K | Hold |
72
| – | – | 0.01% | 221 |
|
|
2021
Q2 | $20K | Hold |
72
| – | – | 0.01% | 208 |
|
|
2021
Q1 | $18K | Hold |
72
| – | – | 0.01% | 204 |
|
|
2020
Q4 | $18K | Hold |
72
| – | – | 0.01% | 187 |
|
|
2020
Q3 | $17K | Hold |
72
| – | – | 0.01% | 182 |
|
|
2020
Q2 | $14K | Sell |
72
-72
| -50% | -$14K | 0.01% | 180 |
|
|
2020
Q1 | $22K | Hold |
144
| – | – | 0.02% | 140 |
|
|
2019
Q4 | $28K | Buy |
+144
| New | +$28K | 0.02% | 146 |
|