WEPOG
Wealth Enhancement & Preservation of GA’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.16M | Buy |
3,728
+231
| +7% | +$71.8K | 1.11% | 12 |
|
|
2023
Q1 | $1.03M | Buy |
3,497
+128
| +4% | +$37.8K | 1.24% | 15 |
|
|
2022
Q4 | $1.06M | Buy |
3,369
+461
| +16% | +$146K | 1.74% | 14 |
|
|
2022
Q3 | $802K | Sell |
2,908
-2,319
| -44% | -$640K | 1.29% | 20 |
|
|
2022
Q2 | $1.47M | Sell |
5,227
-130
| -2% | -$36.6K | 1.56% | 14 |
|
|
2022
Q1 | $1.6M | Buy |
5,357
+156
| +3% | +$46.7K | 1.24% | 17 |
|
|
2021
Q4 | $2.16M | Buy |
5,201
+201
| +4% | +$83.4K | 1.46% | 15 |
|
|
2021
Q3 | $1.64M | Buy |
5,000
+278
| +6% | +$91.2K | 1.26% | 17 |
|
|
2021
Q2 | $1.51M | Buy |
4,722
+145
| +3% | +$46.2K | 1.11% | 20 |
|
|
2021
Q1 | $1.47M | Buy |
4,577
+31
| +0.7% | +$9.93K | 1.13% | 21 |
|
|
2020
Q4 | $1.21M | Buy |
4,546
+559
| +14% | +$149K | 1.04% | 20 |
|
|
2020
Q3 | $1.13M | Buy |
3,987
+552
| +16% | +$156K | 1.16% | 19 |
|
|
2020
Q2 | $898K | Sell |
3,435
-2,160
| -39% | -$565K | 1.11% | 19 |
|
|
2020
Q1 | $1.02M | Sell |
5,595
-1,506
| -21% | -$275K | 0.97% | 10 |
|
|
2019
Q4 | $1.54M | Buy |
+7,101
| New | +$1.54M | 0.79% | 29 |
|