LGWM
Litman Gregory Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-23
| Closed | -$6K | – | 208 |
|
|
2020
Q3 | $6K | Buy |
+23
| New | +$6K | ﹤0.01% | 168 |
|
|
2020
Q1 | – | Sell |
-150
| Closed | -$33K | – | 184 |
|
|
2019
Q4 | $33K | Buy |
150
+143
| +2,043% | +$31.5K | 0.01% | 107 |
|
|
2019
Q3 | $2K | Sell |
7
-7
| -50% | -$2K | ﹤0.01% | 176 |
|
|
2019
Q2 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 199 |
|
|
2018
Q2 | – | Sell |
-325
| Closed | -$58K | – | 133 |
|
|
2018
Q1 | $58K | Buy |
+325
| New | +$58K | 0.02% | 90 |
|