MRWM
ML&R Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $530K | Sell |
1,382
-8
| -0.6% | -$3.07K | 0.12% | 40 |
|
|
2023
Q4 | $482K | Sell |
1,390
-32
| -2% | -$11.1K | 0.11% | 43 |
|
|
2023
Q3 | $430K | Buy |
1,422
+70
| +5% | +$21.2K | 0.11% | 41 |
|
|
2023
Q2 | $420K | Buy |
1,352
+4
| +0.3% | +$1.24K | 0.09% | 65 |
|
|
2023
Q1 | $398K | Buy |
+1,348
| New | +$398K | 0.11% | 44 |
|
|
2022
Q1 | – | Sell |
-504
| Closed | -$209K | – | 56 |
|
|
2021
Q4 | $209K | Buy |
+504
| New | +$209K | 0.08% | 45 |
|