WealthShield Partners’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-286
| Closed | -$78K | – | 649 |
|
|
2021
Q2 | $78K | Buy |
286
+130
| +83% | +$35.5K | 0.01% | 397 |
|
|
2021
Q1 | $38K | Sell |
156
-1,938
| -93% | -$472K | 0.01% | 510 |
|
|
2020
Q4 | $512K | Buy |
2,094
+330
| +19% | +$80.7K | 0.09% | 170 |
|
|
2020
Q3 | $410K | Sell |
1,764
-291
| -14% | -$67.6K | 0.14% | 154 |
|
|
2020
Q2 | $396K | Sell |
2,055
-117
| -5% | -$22.5K | 0.18% | 122 |
|
|
2020
Q1 | $333K | Buy |
+2,172
| New | +$333K | 0.2% | 106 |
|
|
2019
Q1 | – | Sell |
-1,665
| Closed | -$218K | – | 285 |
|
|
2018
Q4 | $218K | Buy |
1,665
+333
| +25% | +$43.6K | 0.15% | 117 |
|
|
2018
Q3 | $202K | Buy |
+1,332
| New | +$202K | 0.12% | 127 |
|