Wealth Advisors of Iowa’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,200
| Closed | -$362K | – | 60 |
|
|
2023
Q3 | $362K | Sell |
1,200
-197
| -14% | -$59.5K | 0.26% | 37 |
|
|
2023
Q2 | $434K | Buy |
1,397
+199
| +17% | +$61.8K | 0.31% | 27 |
|
|
2023
Q1 | $354K | Buy |
+1,198
| New | +$354K | 0.28% | 35 |
|
|
2022
Q4 | – | Sell |
-1,228
| Closed | -$339K | – | 66 |
|
|
2022
Q3 | $339K | Sell |
1,228
-2,258
| -65% | -$623K | 0.32% | 29 |
|
|
2022
Q2 | $981K | Buy |
3,486
+2,454
| +238% | +$691K | 0.17% | 43 |
|
|
2022
Q1 | $309K | Sell |
1,032
-574
| -36% | -$172K | 0.15% | 45 |
|
|
2021
Q4 | $666K | Buy |
1,606
+576
| +56% | +$239K | 0.36% | 21 |
|
|
2021
Q3 | $338K | Hold |
1,030
| – | – | 0.18% | 38 |
|
|
2021
Q2 | $328K | Buy |
1,030
+100
| +11% | +$31.8K | 0.17% | 40 |
|
|
2021
Q1 | $284K | Hold |
930
| – | – | 0.16% | 43 |
|
|
2020
Q4 | $247K | Hold |
930
| – | – | 0.15% | 36 |
|
|
2020
Q3 | $258K | Buy |
+930
| New | +$258K | 0.18% | 28 |
|