Epic Trust Investment Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $292K | Buy |
849
+121
| +17% | +$41.6K | 0.32% | 77 |
|
2024
Q1 | $279K | Buy |
728
+32
| +5% | +$12.3K | 0.34% | 80 |
|
2023
Q4 | $241K | Sell |
696
-145
| -17% | -$50.2K | 0.32% | 84 |
|
2023
Q3 | $254K | Sell |
841
-12
| -1% | -$3.63K | 0.4% | 68 |
|
2023
Q2 | $265K | Sell |
853
-99
| -10% | -$30.8K | 0.38% | 72 |
|
2023
Q1 | $281K | Buy |
+952
| New | +$281K | 0.34% | 81 |
|