Caerus Investment Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,153
| Closed | -$931K | – | 40 |
|
|
2023
Q1 | $931K | Buy |
3,153
+1,000
| +46% | +$295K | 1.07% | 19 |
|
|
2022
Q4 | $680K | Sell |
2,153
-1,100
| -34% | -$347K | 1.03% | 13 |
|
|
2022
Q3 | $898K | Sell |
3,253
-2,300
| -41% | -$635K | 1.13% | 18 |
|
|
2022
Q2 | $1.52M | Hold |
5,553
| – | – | 1.85% | 13 |
|
|
2022
Q1 | $1.65M | Buy |
5,553
+1,307
| +31% | +$388K | 2% | 13 |
|
|
2021
Q4 | $1.76M | Buy |
+4,246
| New | +$1.76M | 1.91% | 13 |
|