Westover Capital Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,954
| Closed | -$1.28M | – | 152 |
|
|
2019
Q3 | $1.28M | Sell |
6,954
-60
| -0.9% | -$11K | 0.6% | 47 |
|
|
2019
Q2 | $1.07M | Buy |
+7,014
| New | +$1.07M | 0.53% | 51 |
|
|
2016
Q4 | – | Sell |
-5,070
| Closed | -$468K | – | 103 |
|
|
2016
Q3 | $468K | Sell |
5,070
-8,814
| -63% | -$814K | 0.35% | 67 |
|
|
2016
Q2 | $1.36M | Sell |
13,884
-12
| -0.1% | -$1.18K | 1.11% | 34 |
|
|
2016
Q1 | $1.32M | Buy |
13,896
+1,944
| +16% | +$185K | 1.11% | 33 |
|
|
2015
Q4 | $1.03M | Buy |
+11,952
| New | +$1.03M | 0.86% | 40 |
|