SWS
SYSTM Wealth Solutions’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $135K | Sell |
332
-21,639
| -98% | -$8.77M | 4.08% | 11 |
|
|
2024
Q2 | $7.56M | Sell |
21,971
-5,122
| -19% | -$1.76M | 1.69% | 7 |
|
|
2024
Q1 | $10.4M | Buy |
27,093
+457
| +2% | +$175K | 1.31% | 7 |
|
|
2023
Q4 | $9.23M | Sell |
26,636
-597
| -2% | -$207K | 1.28% | 9 |
|
|
2023
Q3 | $8.23M | Buy |
27,233
+1,531
| +6% | +$463K | 1.26% | 10 |
|
|
2023
Q2 | $7.98M | Buy |
25,702
+1,078
| +4% | +$335K | 1.08% | 12 |
|
|
2023
Q1 | $7.27M | Sell |
24,624
-1,634
| -6% | -$482K | 1.12% | 14 |
|
|
2022
Q4 | $8.29M | Buy |
+26,258
| New | +$8.29M | 1.03% | 14 |
|