Newman & Schimel’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $404K | Buy |
1,280
+550
| +75% | +$174K | 0.18% | 33 |
|
2022
Q3 | $201K | Hold |
730
| – | – | 0.1% | 42 |
|
2022
Q2 | $200K | Hold |
730
| – | – | 0.1% | 44 |
|
2022
Q1 | $219K | Buy |
730
+4
| +0.6% | +$1.2K | 0.14% | 43 |
|
2021
Q4 | $301K | Hold |
726
| – | – | 0.17% | 39 |
|
2021
Q3 | $238K | Hold |
726
| – | – | 0.15% | 41 |
|
2021
Q2 | $232K | Hold |
726
| – | – | 0.15% | 43 |
|
2021
Q1 | $222K | Buy |
+726
| New | +$222K | 0.15% | 44 |
|