TL
TrueWealth LLC’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $8.96M | Sell |
35,747
-1,452
| -4% | -$364K | 3.76% | 3 |
|
|
2020
Q1 | $6.95M | Buy |
37,199
+1,356
| +4% | +$253K | 3.38% | 3 |
|
|
2019
Q4 | $7.83M | Buy |
35,843
+8
| +0% | +$1.75K | 3.17% | 4 |
|
|
2019
Q3 | $8.32M | Sell |
35,835
-629
| -2% | -$146K | 3.59% | 4 |
|
|
2019
Q2 | $7.58M | Buy |
36,464
+9
| +0% | +$1.87K | 3.37% | 4 |
|
|
2019
Q1 | $7M | Sell |
36,455
-266
| -0.7% | -$51K | 3.24% | 4 |
|
|
2018
Q4 | $6.31M | Buy |
36,721
+1,228
| +3% | +$211K | 3.19% | 4 |
|
|
2018
Q3 | $7.35M | Buy |
35,493
+607
| +2% | +$126K | 3.37% | 3 |
|
|
2018
Q2 | $6.81M | Sell |
34,886
-278
| -0.8% | -$54.2K | 3.24% | 2 |
|
|
2018
Q1 | $6.27M | Buy |
35,164
+454
| +1% | +$80.9K | 3.16% | 3 |
|
|
2017
Q4 | $6.58M | Buy |
+34,710
| New | +$6.58M | 3.09% | 2 |
|