Engrave Wealth Partners’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $498K | Buy |
1,436
+56
| +4% | +$19.4K | 0.14% | 50 |
|
|
2023
Q3 | $417K | Buy |
1,380
+253
| +22% | +$76.4K | 0.13% | 46 |
|
|
2023
Q2 | $350K | Buy |
1,127
+118
| +12% | +$36.7K | 0.11% | 46 |
|
|
2023
Q1 | $299K | Sell |
1,009
-48
| -5% | -$14.2K | 0.1% | 54 |
|
|
2022
Q4 | $342K | Buy |
1,057
+204
| +24% | +$66K | 0.12% | 53 |
|
|
2022
Q3 | $235K | Buy |
+853
| New | +$235K | 0.11% | 53 |
|
|
2022
Q2 | – | Sell |
-787
| Closed | -$236K | – | 59 |
|
|
2022
Q1 | $236K | Sell |
787
-66
| -8% | -$19.8K | 0.09% | 50 |
|
|
2021
Q4 | $354K | Sell |
853
-39
| -4% | -$16.2K | 0.1% | 49 |
|
|
2021
Q3 | $293K | Sell |
892
-219
| -20% | -$71.9K | 0.09% | 58 |
|
|
2021
Q2 | $354K | Buy |
1,111
+57
| +5% | +$18.2K | 0.11% | 55 |
|
|
2021
Q1 | $322K | Buy |
1,054
+9
| +0.9% | +$2.75K | 0.13% | 51 |
|
|
2020
Q4 | $286K | Hold |
1,045
| – | – | 0.23% | 43 |
|
|
2020
Q3 | $289K | Sell |
1,045
-64
| -6% | -$17.7K | 0.28% | 36 |
|
|
2020
Q2 | $277K | Sell |
1,109
-29
| -3% | -$7.24K | 0.25% | 38 |
|
|
2020
Q1 | $212K | Sell |
1,138
-21
| -2% | -$3.91K | 0.25% | 35 |
|
|
2019
Q4 | $253K | Buy |
+1,159
| New | +$253K | 0.24% | 39 |
|