RGT Wealth Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $2.17M | Sell |
7,859
-274
| -3% | -$75.6K | 0.35% | 17 |
|
2022
Q2 | $2.23M | Sell |
8,133
-159
| -2% | -$43.6K | 0.37% | 19 |
|
2022
Q1 | $2.48M | Sell |
8,292
-540
| -6% | -$162K | 0.39% | 21 |
|
2021
Q4 | $3.67M | Buy |
8,832
+142
| +2% | +$58.9K | 0.56% | 12 |
|
2021
Q3 | $2.85M | Buy |
8,690
+11
| +0.1% | +$3.61K | 0.56% | 8 |
|
2021
Q2 | $2.77M | Sell |
8,679
-60
| -0.7% | -$19.1K | 0.5% | 9 |
|
2021
Q1 | $2.67M | Sell |
8,739
-4
| -0% | -$1.22K | 0.52% | 9 |
|
2020
Q4 | $2.32M | Hold |
8,743
| – | – | 0.49% | 9 |
|
2020
Q3 | $2.43M | Buy |
8,743
+48
| +0.6% | +$13.3K | 0.62% | 8 |
|
2020
Q2 | $2.18M | Sell |
8,695
-3,665
| -30% | -$918K | 0.63% | 8 |
|
2020
Q1 | $2.31M | Buy |
12,360
+137
| +1% | +$25.6K | 1.48% | 5 |
|
2019
Q4 | $2.67M | Sell |
12,223
-1,844
| -13% | -$403K | 8.04% | 3 |
|
2019
Q3 | $3.26M | Sell |
14,067
-2,381
| -14% | -$552K | 9.48% | 2 |
|
2019
Q2 | $3.42M | Buy |
+16,448
| New | +$3.42M | 10.78% | 2 |
|
2018
Q2 | – | Sell |
-1,757
| Closed | -$313K | – | 53 |
|
2018
Q1 | $313K | Buy |
1,757
+6
| +0.3% | +$1.07K | 0.15% | 68 |
|
2017
Q4 | $332K | Buy |
+1,751
| New | +$332K | 0.18% | 58 |
|
2017
Q3 | – | Sell |
-1,308
| Closed | -$201K | – | 96 |
|
2017
Q2 | $201K | Buy |
+1,308
| New | +$201K | 0.14% | 84 |
|
2017
Q1 | – | Sell |
-1,674
| Closed | -$224K | – | 115 |
|
2016
Q4 | $224K | Sell |
1,674
-360
| -18% | -$48.2K | 0.13% | 101 |
|
2016
Q3 | $262K | Buy |
+2,034
| New | +$262K | 0.16% | 83 |
|