BFA
BMS Financial Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $574K | Sell |
1,847
-781
| -30% | -$243K | 0.37% | 44 |
|
|
2023
Q1 | $776K | Buy |
2,628
+169
| +7% | +$49.9K | 0.54% | 33 |
|
|
2022
Q4 | $777K | Sell |
2,459
-241
| -9% | -$76.1K | 0.52% | 30 |
|
|
2022
Q3 | $745K | Sell |
2,700
-53
| -2% | -$14.6K | 0.52% | 33 |
|
|
2022
Q2 | $755K | Buy |
2,753
+54
| +2% | +$14.8K | 0.49% | 29 |
|
|
2022
Q1 | $808K | Buy |
2,699
+106
| +4% | +$31.7K | 0.51% | 32 |
|
|
2021
Q4 | $1.08M | Buy |
+2,593
| New | +$1.08M | 0.68% | 22 |
|