WP
WealthSource Partners’s Sherwin-Williams SHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-597
| Closed | -$210K | – | 610 |
|
|
2021
Q4 | $210K | Sell |
597
-239
| -29% | -$84.1K | 0.02% | 514 |
|
|
2021
Q3 | $234K | Buy |
+836
| New | +$234K | 0.02% | 451 |
|
|
2018
Q4 | – | Sell |
-455
| Closed | -$207K | – | 340 |
|
|
2018
Q3 | $207K | Buy |
+455
| New | +$207K | 0.05% | 291 |
|