Compass Financial 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
Q2 | – | Sell |
-2,509
| Closed | -$741K | – | 38 |
|
|
2023
Q1 | $741K | Buy |
2,509
+17
| +0.7% | +$5.02K | 0.94% | 31 |
|
|
2022
Q4 | $787K | Buy |
2,492
+267
| +12% | +$84.3K | 1.06% | 28 |
|
|
2022
Q3 | $614K | Sell |
2,225
-9
| -0.4% | -$2.48K | 0.91% | 39 |
|
|
2022
Q2 | $613K | Sell |
2,234
-44
| -2% | -$12.1K | 0.84% | 41 |
|
|
2022
Q1 | $682K | Buy |
2,278
+71
| +3% | +$21.3K | 0.75% | 43 |
|
|
2021
Q4 | $916K | Buy |
+2,207
| New | +$916K | 1.01% | 28 |
|