OptiFour Integrated 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $553K | Buy |
2,535
+1
| +0% | +$218 | 0.38% | 36 |
|
2019
Q3 | $588K | Sell |
2,534
-536
| -17% | -$124K | 0.42% | 33 |
|
2019
Q2 | $638K | Buy |
3,070
+88
| +3% | +$18.3K | 0.45% | 30 |
|
2019
Q1 | $572K | Sell |
2,982
-130
| -4% | -$24.9K | 0.47% | 21 |
|
2018
Q4 | $535K | Buy |
3,112
+1
| +0% | +$172 | 0.49% | 20 |
|
2018
Q3 | $644K | Sell |
3,111
-33
| -1% | -$6.83K | 0.53% | 21 |
|
2018
Q2 | $613K | Sell |
3,144
-54
| -2% | -$10.5K | 0.53% | 22 |
|
2018
Q1 | $570K | Buy |
3,198
+350
| +12% | +$62.4K | 0.48% | 25 |
|
2017
Q4 | $540K | Buy |
+2,848
| New | +$540K | 0.45% | 32 |
|