Peak Financial Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,791
| Closed | -$3.03M | – | 83 |
|
|
2024
Q2 | $3.03M | Buy |
+8,791
| New | +$3.03M | 1.74% | 15 |
|
|
2022
Q2 | – | Sell |
-858
| Closed | -$257K | – | 78 |
|
|
2022
Q1 | $257K | Buy |
858
+307
| +56% | +$92K | 0.22% | 70 |
|
|
2021
Q4 | $229K | Buy |
+551
| New | +$229K | 0.18% | 68 |
|