Fusion Family Wealth’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-57
| Closed | -$17K | – | 62 |
|
|
2021
Q1 | $17K | Hold |
57
| – | – | ﹤0.01% | 74 |
|
|
2020
Q4 | $15K | Sell |
57
-57
| -50% | -$15K | ﹤0.01% | 69 |
|
|
2020
Q3 | $32K | Sell |
114
-143
| -56% | -$40.1K | 0.01% | 59 |
|
|
2020
Q2 | $64K | Hold |
257
| – | – | 0.02% | 46 |
|
|
2020
Q1 | $48K | Hold |
257
| – | – | 0.01% | 53 |
|
|
2019
Q4 | $56K | Hold |
257
| – | – | 0.01% | 60 |
|
|
2019
Q3 | $57K | Sell |
257
-148
| -37% | -$32.8K | 0.02% | 58 |
|
|
2019
Q2 | $84K | Buy |
405
+148
| +58% | +$30.7K | 0.02% | 65 |
|
|
2019
Q1 | $49K | Sell |
257
-148
| -37% | -$28.2K | 0.01% | 65 |
|
|
2018
Q4 | $70K | Buy |
405
+123
| +44% | +$21.3K | 0.02% | 97 |
|
|
2018
Q3 | $58K | Hold |
282
| – | – | 0.02% | 104 |
|
|
2018
Q2 | $55K | Buy |
282
+57
| +25% | +$11.1K | 0.02% | 121 |
|
|
2018
Q1 | $40K | Hold |
225
| – | – | 0.01% | 123 |
|
|
2017
Q4 | $43K | Buy |
225
+25
| +13% | +$4.78K | 0.01% | 136 |
|
|
2017
Q3 | $33K | Sell |
200
-25
| -11% | -$4.13K | 0.01% | 106 |
|
|
2017
Q2 | $35K | Hold |
225
| – | – | 0.01% | 139 |
|
|
2017
Q1 | $33K | Sell |
225
-61
| -21% | -$8.95K | 0.01% | 136 |
|
|
2016
Q4 | $39K | Buy |
+286
| New | +$39K | 0.02% | 138 |
|