Triad Financial Advisors’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$982K Buy
3,248
+96
+3% +$29K 0.35% 33
2023
Q2
$979K Buy
3,152
+4
+0.1% +$1.24K 0.4% 31
2023
Q1
$929K Sell
3,148
-242
-7% -$71.4K 0.4% 30
2022
Q4
$1.07M Sell
3,390
-55
-2% -$17.4K 0.48% 26
2022
Q3
$951K Sell
3,445
-270
-7% -$74.5K 0.52% 24
2022
Q2
$1.02M Sell
3,715
-15
-0.4% -$4.11K 0.56% 21
2022
Q1
$1.12M Sell
3,730
-294
-7% -$88K 0.6% 24
2021
Q4
$1.67M Buy
+4,024
New +$1.67M 0.99% 14