CM 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
Q2 | – | Sell |
-774
| Closed | -$264K | – | 115 |
|
|
2024
Q1 | $264K | Buy |
+774
| New | +$264K | 0.08% | 147 |
|
|
2023
Q3 | – | Sell |
-764
| Closed | -$253K | – | 113 |
|
|
2023
Q2 | $253K | Sell |
764
-3,570
| -82% | -$1.18M | 0.08% | 126 |
|
|
2023
Q1 | $1.25M | Buy |
+4,334
| New | +$1.25M | 0.24% | 115 |
|