JSA
Jacobson & Schmitt Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-509
| Closed | -$206K | – | 79 |
|
|
2024
Q3 | $206K | Buy |
+509
| New | +$206K | 0.04% | 73 |
|
|
2022
Q1 | – | Sell |
-588
| Closed | -$244K | – | 65 |
|
|
2021
Q4 | $244K | Buy |
+588
| New | +$244K | 0.06% | 55 |
|
|
2018
Q3 | – | Sell |
-1,238
| Closed | -$242K | – | 43 |
|
|
2018
Q2 | $242K | Sell |
1,238
-135
| -10% | -$26.4K | 0.16% | 44 |
|
|
2018
Q1 | $245K | Hold |
1,373
| – | – | 0.17% | 41 |
|
|
2017
Q4 | $260K | Hold |
1,373
| – | – | 0.18% | 40 |
|
|
2017
Q3 | $225K | Hold |
1,373
| – | – | 0.15% | 44 |
|
|
2017
Q2 | $211K | Hold |
1,373
| – | – | 0.14% | 45 |
|
|
2017
Q1 | $202K | Buy |
+1,373
| New | +$202K | 0.14% | 47 |
|