ERTS Wealth Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,045
| Closed | -$433K | – | 91 |
|
2021
Q4 | $433K | Sell |
1,045
-156
| -13% | -$64.6K | 0.1% | 55 |
|
2021
Q3 | $394K | Sell |
1,201
-77
| -6% | -$25.3K | 0.1% | 56 |
|
2021
Q2 | $407K | Sell |
1,278
-3
| -0.2% | -$955 | 0.11% | 57 |
|
2021
Q1 | $391K | Buy |
1,281
+19
| +2% | +$5.8K | 0.12% | 55 |
|
2020
Q4 | $335K | Buy |
1,262
+85
| +7% | +$22.6K | 0.11% | 57 |
|
2020
Q3 | $327K | Sell |
1,177
-169
| -13% | -$47K | 0.12% | 57 |
|
2020
Q2 | $337K | Buy |
+1,346
| New | +$337K | 0.14% | 61 |
|
2019
Q1 | – | Sell |
-645
| Closed | -$111K | – | 177 |
|
2018
Q4 | $111K | Buy |
+645
| New | +$111K | 0.08% | 111 |
|