Charles Carroll Financial Partners’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $295K | Hold |
850
| – | – | 0.32% | 35 |
|
|
2023
Q3 | $257K | Hold |
850
| – | – | 0.32% | 37 |
|
|
2023
Q2 | $264K | Sell |
850
-400
| -32% | -$124K | 0.34% | 36 |
|
|
2023
Q1 | $369K | Sell |
1,250
-1,090
| -47% | -$322K | 0.57% | 30 |
|
|
2022
Q4 | $739K | Sell |
2,340
-150
| -6% | -$47.4K | 1.14% | 21 |
|
|
2022
Q3 | $687K | Hold |
2,490
| – | – | 1.11% | 21 |
|
|
2022
Q2 | $683K | Hold |
2,490
| – | – | 0.89% | 25 |
|
|
2022
Q1 | $745K | Buy |
2,490
+2,000
| +408% | +$598K | 0.77% | 24 |
|
|
2021
Q4 | $203K | Buy |
+490
| New | +$203K | 0.2% | 38 |
|