SWS Partners’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-159
| Closed | -$54.8K | – | 189 |
|
|
2024
Q2 | $54.8K | Buy |
+159
| New | +$54.8K | 0.02% | 153 |
|
|
2022
Q2 | – | Sell |
-111
| Closed | -$33K | – | 94 |
|
|
2022
Q1 | $33K | Buy |
+111
| New | +$33K | 0.02% | 88 |
|
|
2020
Q3 | – | Sell |
-3,122
| Closed | -$829K | – | 114 |
|
|
2020
Q2 | $829K | Buy |
3,122
+173
| +6% | +$45.9K | 1.06% | 45 |
|
|
2020
Q1 | $551K | Buy |
+2,949
| New | +$551K | 0.39% | 71 |
|
|
2019
Q3 | $552K | Sell |
2,330
-233
| -9% | -$55.2K | 0.33% | 68 |
|
|
2019
Q2 | $550K | Buy |
+2,563
| New | +$550K | 0.35% | 71 |
|
|
2018
Q4 | $356K | Buy |
2,073
+40
| +2% | +$6.87K | 0.27% | 68 |
|
|
2018
Q3 | $421K | Buy |
2,033
+249
| +14% | +$51.6K | 0.27% | 68 |
|
|
2018
Q2 | $348K | Buy |
1,784
+1,606
| +902% | +$313K | 0.24% | 72 |
|
|
2018
Q1 | $31K | Hold |
178
| – | – | 0.02% | 179 |
|
|
2017
Q4 | $34K | Buy |
+178
| New | +$34K | 0.03% | 181 |
|