HGWM
Harvest Group Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $42.8K | Sell |
145
-20
| -12% | -$5.9K | 0.03% | 67 |
|
|
2022
Q4 | $52.1K | Hold |
165
| – | – | 0.03% | 63 |
|
|
2022
Q3 | $45K | Sell |
165
-24
| -13% | -$6.55K | 0.03% | 65 |
|
|
2022
Q2 | $57K | Hold |
189
| – | – | 0.04% | 68 |
|
|
2022
Q1 | $57K | Sell |
189
-5
| -3% | -$1.51K | 0.03% | 55 |
|
|
2021
Q4 | $81K | Sell |
194
-25
| -11% | -$10.4K | 0.05% | 39 |
|
|
2021
Q3 | $72K | Sell |
219
-5
| -2% | -$1.64K | 0.04% | 38 |
|
|
2021
Q2 | $71K | Buy |
+224
| New | +$71K | 0.04% | 34 |
|
|
2021
Q1 | – | Sell |
-501
| Closed | -$133K | – | 308 |
|
|
2020
Q4 | $133K | Sell |
501
-10
| -2% | -$2.66K | 0.08% | 56 |
|
|
2020
Q3 | $142K | Buy |
511
+14
| +3% | +$3.89K | 0.1% | 50 |
|
|
2020
Q2 | $124K | Buy |
497
+29
| +6% | +$7.24K | 0.1% | 46 |
|
|
2020
Q1 | $87K | Buy |
468
+1
| +0.2% | +$186 | 0.09% | 62 |
|
|
2019
Q4 | $102K | Buy |
467
+1
| +0.2% | +$218 | 0.09% | 56 |
|
|
2019
Q3 | $108K | Buy |
466
+11
| +2% | +$2.55K | 0.13% | 50 |
|
|
2019
Q2 | $94K | Sell |
455
-113
| -20% | -$23.3K | 0.12% | 47 |
|
|
2019
Q1 | $109K | Buy |
+568
| New | +$109K | 0.1% | 55 |
|