CWA
Clarus Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,703
| Closed | -$597K | – | 135 |
|
|
2024
Q1 | $597K | Buy |
+1,703
| New | +$597K | 0.34% | 69 |
|
|
2022
Q3 | – | Sell |
-1,572
| Closed | -$450K | – | 110 |
|
|
2022
Q2 | $450K | Buy |
1,572
+128
| +9% | +$36.6K | 0.32% | 62 |
|
|
2022
Q1 | $443K | Buy |
1,444
+187
| +15% | +$57.4K | 0.28% | 62 |
|
|
2021
Q4 | $489K | Sell |
1,257
-163
| -11% | -$63.4K | 0.28% | 55 |
|
|
2021
Q3 | $468K | Buy |
+1,420
| New | +$468K | 0.29% | 55 |
|
|
2020
Q4 | – | Sell |
-726
| Closed | -$201K | – | 139 |
|
|
2020
Q3 | $201K | Buy |
+726
| New | +$201K | 0.16% | 119 |
|
|
2019
Q3 | – | Sell |
-611
| Closed | -$127K | – | 312 |
|
|
2019
Q2 | $127K | Buy |
611
+153
| +33% | +$31.8K | 0.09% | 162 |
|
|
2019
Q1 | $88K | Sell |
458
-10
| -2% | -$1.92K | 0.07% | 215 |
|
|
2018
Q4 | $80K | Buy |
468
+4
| +0.9% | +$684 | 0.13% | 200 |
|
|
2018
Q3 | $96K | Sell |
464
-297
| -39% | -$61.4K | 0.06% | 213 |
|
|
2018
Q2 | $136K | Buy |
+761
| New | +$136K | 0.1% | 162 |
|
|
2018
Q1 | – | Sell |
-2,458
| Closed | -$466K | – | 136 |
|
|
2017
Q4 | $466K | Buy |
+2,458
| New | +$466K | 0.45% | 29 |
|