LWP
Legacy Wealth Planning’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-511
| Closed | -$212K | – | 104 |
|
|
2021
Q4 | $212K | Sell |
511
-364
| -42% | -$151K | 0.24% | 90 |
|
|
2021
Q3 | $287K | Hold |
875
| – | – | 0.32% | 66 |
|
|
2021
Q2 | $279K | Hold |
875
| – | – | 0.32% | 70 |
|
|
2021
Q1 | $267K | Hold |
875
| – | – | 0.34% | 65 |
|
|
2020
Q4 | $232K | Buy |
875
+48
| +6% | +$12.7K | 0.3% | 70 |
|
|
2020
Q3 | $230K | Buy |
827
+5
| +0.6% | +$1.39K | 0.26% | 64 |
|
|
2020
Q2 | $206K | Buy |
+822
| New | +$206K | 0.25% | 72 |
|