Wealthspire Advisors (Maryland)’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $770K | Sell |
3,315
-3,282
| -50% | -$762K | 0.03% | 213 |
|
|
2020
Q2 | $1.27M | Buy |
6,597
+990
| +18% | +$191K | 0.09% | 132 |
|
|
2020
Q1 | $859K | Buy |
5,607
+30
| +0.5% | +$4.6K | 0.07% | 156 |
|
|
2019
Q4 | $1.09M | Sell |
5,577
-258
| -4% | -$50.2K | 0.07% | 155 |
|
|
2019
Q3 | $1.07M | Buy |
5,835
+57
| +1% | +$10.4K | 0.08% | 134 |
|
|
2019
Q2 | $883K | Buy |
5,778
+183
| +3% | +$28K | 0.07% | 148 |
|
|
2019
Q1 | $803K | Sell |
5,595
-738
| -12% | -$106K | 0.06% | 164 |
|
|
2018
Q4 | $831K | Sell |
6,333
-273
| -4% | -$35.8K | 0.07% | 140 |
|
|
2018
Q3 | $1M | Buy |
6,606
+717
| +12% | +$109K | 0.08% | 138 |
|
|
2018
Q2 | $800K | Sell |
5,889
-21
| -0.4% | -$2.85K | 0.07% | 160 |
|
|
2018
Q1 | $772K | Buy |
5,910
+927
| +19% | +$121K | 0.07% | 167 |
|
|
2017
Q4 | $681K | Sell |
4,983
-102
| -2% | -$13.9K | 0.07% | 201 |
|
|
2017
Q3 | $607K | Buy |
5,085
+117
| +2% | +$14K | 0.07% | 209 |
|
|
2017
Q2 | $581K | Buy |
4,968
+1,644
| +49% | +$192K | 0.07% | 197 |
|
|
2017
Q1 | $344K | Buy |
3,324
+2,535
| +321% | +$262K | 0.05% | 259 |
|
|
2016
Q4 | $71K | Buy |
789
+6
| +0.8% | +$540 | 0.01% | 678 |
|
|
2016
Q3 | $72K | Buy |
783
+9
| +1% | +$828 | 0.01% | 673 |
|
|
2016
Q2 | $76K | Sell |
774
-96
| -11% | -$9.43K | 0.01% | 615 |
|
|
2016
Q1 | $83K | Sell |
870
-78
| -8% | -$7.44K | 0.01% | 568 |
|
|
2015
Q4 | $82K | Buy |
+948
| New | +$82K | 0.02% | 583 |
|