San Luis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,749
| Closed | -$854K | – | 99 |
|
|
2023
Q2 | $854K | Sell |
2,749
-2,955
| -52% | -$918K | 0.3% | 79 |
|
|
2023
Q1 | $1.68M | Buy |
+5,704
| New | +$1.68M | 0.65% | 45 |
|
|
2022
Q2 | – | Sell |
-5,431
| Closed | -$2.25M | – | 225 |
|
|
2022
Q1 | $2.25M | Buy |
+5,431
| New | +$2.25M | 1.1% | 17 |
|
|
2021
Q4 | – | Sell |
-4,804
| Closed | -$1.58M | – | 111 |
|
|
2021
Q3 | $1.58M | Buy |
+4,804
| New | +$1.58M | 0.88% | 28 |
|
|
2020
Q4 | $346K | Buy |
+1,301
| New | +$346K | 0.22% | 105 |
|