Surevest’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
$130K Sell
472
-3
-0.6% -$826 0.04% 149
2022
Q2
$130K Buy
475
+30
+7% +$8.21K 0.03% 154
2022
Q1
$133K Hold
445
0.03% 147
2021
Q4
$185K Buy
+445
New +$185K 0.04% 122