Donor Advised Charitable Giving’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-20,949
| Closed | -$6.68M | – | 79 |
|
2021
Q2 | $6.68M | Sell |
20,949
-14,113
| -40% | -$4.5M | 0.75% | 24 |
|
2021
Q1 | $10.7M | Buy |
35,062
+13,416
| +62% | +$4.1M | 1.1% | 16 |
|
2020
Q4 | $5.75M | Buy |
21,646
+20,678
| +2,136% | +$5.49M | 0.78% | 49 |
|
2020
Q3 | $269K | Buy |
+968
| New | +$269K | 0.08% | 51 |
|
2019
Q3 | – | Sell |
-1,090
| Closed | -$227K | – | 55 |
|
2019
Q2 | $227K | Sell |
1,090
-143
| -12% | -$29.8K | 0.18% | 51 |
|
2019
Q1 | $237K | Buy |
+1,233
| New | +$237K | 0.2% | 25 |
|