Lake Point Wealth Management’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $60K | Hold |
217
| – | – | 0.03% | 57 |
|
2022
Q1 | $65K | Hold |
217
| – | – | 0.03% | 52 |
|
2021
Q4 | $90K | Hold |
217
| – | – | 0.04% | 47 |
|
2021
Q3 | $71K | Hold |
217
| – | – | 0.03% | 49 |
|
2021
Q2 | $69K | Buy |
+217
| New | +$69K | 0.03% | 52 |
|
2020
Q1 | $30K | Hold |
163
| – | – | 0.03% | 70 |
|
2019
Q4 | $36K | Buy |
+163
| New | +$36K | 0.01% | 144 |
|
2019
Q2 | $42K | Hold |
203
| – | – | 0.01% | 160 |
|
2019
Q1 | $42K | Sell |
203
-1,325
| -87% | -$274K | 0.01% | 160 |
|
2018
Q4 | $263K | Buy |
+1,528
| New | +$263K | 0.1% | 117 |
|