SWM
Selective Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,107
| Closed | -$343K | – | 95 |
|
|
2023
Q2 | $343K | Buy |
+1,107
| New | +$343K | 0.17% | 70 |
|
|
2022
Q4 | $284K | Sell |
901
-213
| -19% | -$67.1K | 0.15% | 89 |
|
|
2022
Q3 | $307K | Sell |
1,114
-355
| -24% | -$97.8K | 0.13% | 92 |
|
|
2022
Q2 | $403K | Buy |
1,469
+5
| +0.3% | +$1.37K | 0.14% | 87 |
|
|
2022
Q1 | $438K | Buy |
1,464
+208
| +17% | +$62.2K | 0.16% | 74 |
|
|
2021
Q4 | $521K | Buy |
1,256
+200
| +19% | +$83K | 0.21% | 56 |
|
|
2021
Q3 | $347K | Buy |
1,056
+129
| +14% | +$42.4K | 0.18% | 62 |
|
|
2021
Q2 | $296K | Buy |
927
+670
| +261% | +$214K | 0.24% | 46 |
|
|
2021
Q1 | $78K | Buy |
257
+137
| +114% | +$41.6K | 0.07% | 98 |
|
|
2020
Q4 | $32K | Hold |
120
| – | – | 0.02% | 141 |
|
|
2020
Q3 | $33K | Sell |
120
-21
| -15% | -$5.78K | 0.03% | 121 |
|
|
2020
Q2 | $35K | Buy |
141
+100
| +244% | +$24.8K | 0.03% | 132 |
|
|
2020
Q1 | $8K | Hold |
41
| – | – | 0.01% | 166 |
|
|
2019
Q4 | $9K | Hold |
41
| – | – | 0.01% | 168 |
|
|
2019
Q3 | $10K | Buy |
+41
| New | +$10K | 0.01% | 167 |
|