Jay D. Rosenbaum’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 | – | Sell |
-707
| Closed | -$271K | – | 32 |
|
2024
Q1 | $271K | Hold |
707
| – | – | 1.54% | 18 |
|
2023
Q4 | $245K | Sell |
707
-81
| -10% | -$28.1K | 0.63% | 52 |
|
2023
Q3 | $238K | Sell |
788
-22
| -3% | -$6.65K | 0.4% | 56 |
|
2023
Q2 | $252K | Sell |
810
-11
| -1% | -$3.42K | 0.4% | 57 |
|
2023
Q1 | $242K | Buy |
821
+11
| +1% | +$3.25K | 0.45% | 49 |
|
2022
Q4 | $256K | Buy |
+810
| New | +$256K | 0.55% | 49 |
|
2022
Q3 | – | Sell |
-1,150
| Closed | -$315K | – | 61 |
|
2022
Q2 | $315K | Hold |
1,150
| – | – | 0.61% | 46 |
|
2022
Q1 | $344K | Sell |
1,150
-180
| -14% | -$53.8K | 0.54% | 48 |
|
2021
Q4 | $552K | Buy |
+1,330
| New | +$552K | 0.81% | 44 |
|