Shakespeare Wealth Management’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-743
Closed -$227K 74
2022
Q1
$227K Sell
743
-30
-4% -$9.17K 0.08% 72
2021
Q4
$321K Buy
773
+48
+7% +$19.9K 0.11% 59
2021
Q3
$239K Buy
725
+25
+4% +$8.24K 0.09% 66
2021
Q2
$231K Buy
+700
New +$231K 0.09% 65