Clearview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-621
| Closed | -$215K | – | 118 |
|
|
2023
Q4 | $215K | Buy |
+621
| New | +$215K | 0.25% | 108 |
|
|
2023
Q3 | – | Sell |
-777
| Closed | -$241K | – | 332 |
|
|
2023
Q2 | $241K | Buy |
777
+3
| +0.4% | +$932 | 0.25% | 103 |
|
|
2023
Q1 | $229K | Sell |
774
-3
| -0.4% | -$886 | 0.23% | 111 |
|
|
2022
Q4 | $246K | Sell |
777
-4
| -0.5% | -$1.27K | 0.19% | 89 |
|
|
2022
Q3 | $216K | Buy |
781
+12
| +2% | +$3.32K | 0.17% | 80 |
|
|
2022
Q2 | $211K | Buy |
769
+76
| +11% | +$20.9K | 0.16% | 84 |
|
|
2022
Q1 | $208K | Sell |
693
-397
| -36% | -$119K | 0.14% | 87 |
|
|
2021
Q4 | $452K | Buy |
1,090
+31
| +3% | +$12.9K | 0.28% | 76 |
|
|
2021
Q3 | $348K | Buy |
1,059
+78
| +8% | +$25.6K | 0.22% | 86 |
|
|
2021
Q2 | $313K | Buy |
981
+46
| +5% | +$14.7K | 0.19% | 93 |
|
|
2021
Q1 | $285K | Sell |
935
-2
| -0.2% | -$610 | 0.18% | 98 |
|
|
2020
Q4 | $249K | Buy |
+937
| New | +$249K | 0.17% | 99 |
|