SWM
Sequoia Wealth Management’s Home Depot HD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,149
| Closed | -$223K | – | 63 |
|
2019
Q1 | $223K | Buy |
+1,149
| New | +$223K | 0.18% | 69 |
|
2018
Q4 | – | Sell |
-1,101
| Closed | -$228K | – | 65 |
|
2018
Q3 | $228K | Buy |
+1,101
| New | +$228K | 0.2% | 56 |
|
2018
Q1 | – | Sell |
-1,081
| Closed | -$206K | – | 59 |
|
2017
Q4 | $206K | Buy |
+1,081
| New | +$206K | 0.19% | 57 |
|