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