Cromwell Sustainable Balanced Fund SHW Holdings History
Number of Shares
742.00
Current Holdings Value*
$259,100.00
% of Portfolio
3.7%
Total Estimate Gain
$18,179.00
% of Total Estimate Gain
7.69%
Cromwell Sustainable Balanced Fund's Sherwin-Williams Co Holding Summary
As of 2025-03-31, Cromwell Sustainable Balanced Fund held 742.00 shares of Sherwin-Williams Co(SHW), totaling $259,100.00. This investment constitutes 3.7% of their stock portfolio, and Cromwell Sustainable Balanced Fund now holds 0% of the outstanding Sherwin-Williams Co(SHW) stock.
The initial trade took place in 2024Q1. Based on historical transaction data and SHW's current price of $343.10, Cromwell Sustainable Balanced Fund's estimated gain on his SHW holdings is $18,179.00, reflecting a 7.69% gain to date.
Cromwell Sustainable Balanced Fund SHW ($343.10) Holding Chart
Cromwell Sustainable Balanced Fund SHW ($343.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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