DWA
Dougherty Wealth Advisers’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6
| Closed | -$1.9K | – | 134 |
|
|
2022
Q4 | $1.9K | Hold |
6
| – | – | ﹤0.01% | 123 |
|
|
2022
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 123 |
|
|
2022
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 118 |
|
|
2022
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 122 |
|
|
2021
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 131 |
|
|
2021
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 137 |
|
|
2021
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 129 |
|
|
2021
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 125 |
|
|
2020
Q4 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 140 |
|
|
2020
Q1 | – | Sell |
-67
| Closed | -$15K | – | 169 |
|
|
2019
Q4 | $15K | Hold |
67
| – | – | 0.05% | 158 |
|
|
2019
Q3 | $16K | Sell |
67
-25
| -27% | -$5.97K | 0.05% | 154 |
|
|
2019
Q2 | $19K | Hold |
92
| – | – | 0.05% | 178 |
|
|
2019
Q1 | $18K | Hold |
92
| – | – | 0.06% | 158 |
|
|
2018
Q4 | $17K | Buy |
+92
| New | +$17K | 0.06% | 168 |
|