CSIA
Carl Stuart Investment Advisor’s Home Depot HD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-770
| Closed | -$267K | – | 21 |
|
2023
Q4 | $267K | Hold |
770
| – | – | 0.18% | 24 |
|
2023
Q3 | $231K | Hold |
770
| – | – | 0.19% | 17 |
|
2023
Q2 | $239K | Buy |
+770
| New | +$239K | 0.18% | 17 |
|
2023
Q1 | – | Sell |
-770
| Closed | -$243K | – | 46 |
|
2022
Q4 | $243K | Hold |
770
| – | – | 0.22% | 19 |
|
2022
Q3 | $223K | Hold |
770
| – | – | 0.2% | 20 |
|
2022
Q2 | $221K | Hold |
770
| – | – | 0.19% | 22 |
|
2022
Q1 | $2.31M | Hold |
770
| – | – | 0.17% | 23 |
|
2021
Q4 | $320K | Buy |
+770
| New | +$320K | 0.23% | 19 |
|