CLA (CliftonLarsonAllen) Wealth 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
Q1 | – | Sell |
-10,149
| Closed | -$3.21M | – | 194 |
|
|
2022
Q4 | $3.21M | Buy |
+10,149
| New | +$3.21M | 0.12% | 77 |
|
|
2022
Q2 | – | Sell |
-11,842
| Closed | -$3.55M | – | 184 |
|
|
2022
Q1 | $3.55M | Buy |
+11,842
| New | +$3.55M | 0.13% | 72 |
|
|
2021
Q4 | – | Sell |
-4,020
| Closed | -$1.32M | – | 216 |
|
|
2021
Q3 | $1.32M | Buy |
4,020
+74
| +2% | +$24.3K | 0.05% | 121 |
|
|
2021
Q2 | $1.26M | Buy |
+3,946
| New | +$1.26M | 0.05% | 130 |
|