WealthSource Partners’s Home Depot HD Stock Holding History

WealthSource Partners’s Portfolio HD Stock Details HD Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$2.15M	Sell	6,218 -601	-9%	-$208K	0.14%	119
2023 Q3	$2.06M	Sell	6,819 -48	-0.7%	-$14.5K	0.14%	118
2023 Q2	$2.13M	Sell	6,867 -45	-0.7%	-$14K	0.14%	114
2023 Q1	$2.04M	Sell	6,912 -16	-0.2%	-$4.72K	0.14%	117
2022 Q4	$2.19M	Sell	6,928 -165	-2%	-$52.1K	0.15%	106
2022 Q3	$1.96M	Sell	7,093 -199	-3%	-$54.9K	0.14%	120
2022 Q2	$2M	Sell	7,292 -779	-10%	-$214K	0.15%	113
2022 Q1	$2.42M	Buy	8,071 +1,649	+26%	+$494K	0.16%	106
2021 Q4	$2.67M	Buy	6,422 +22	+0.3%	+$9.13K	0.21%	79
2021 Q3	$2.1M	Sell	6,400 -786	-11%	-$258K	0.18%	92
2021 Q2	$2.29M	Buy	7,186 +220	+3%	+$70.1K	0.2%	74
2021 Q1	$2.13M	Buy	6,966 +420	+6%	+$128K	0.21%	76
2020 Q4	$1.74M	Sell	6,546 -793	-11%	-$211K	0.2%	64
2020 Q3	$2.04M	Sell	7,339 -707	-9%	-$196K	0.27%	47
2020 Q2	$2.02M	Sell	8,046 -2,041	-20%	-$511K	0.29%	43
2020 Q1	$1.88M	Sell	10,087 -1,149	-10%	-$214K	0.3%	46
2019 Q4	$2.45M	Sell	11,236 -2,672	-19%	-$584K	0.32%	58
2019 Q3	$3.23M	Buy	13,908 +1,018	+8%	+$236K	0.48%	54
2019 Q2	$2.68M	Buy	12,890 +6,929	+116%	+$1.44M	0.42%	61
2019 Q1	$1.14M	Buy	5,961 +1,155	+24%	+$222K	0.26%	87
2018 Q4	$826K	Buy	4,806 +153	+3%	+$26.3K	0.24%	94
2018 Q3	$964K	Buy	4,653 +287	+7%	+$59.5K	0.25%	84
2018 Q2	$852K	Sell	4,366 -249	-5%	-$48.6K	0.24%	95
2018 Q1	$823K	Sell	4,615 -1,782	-28%	-$318K	0.25%	97
2017 Q4	$1.21M	Sell	6,397 -427	-6%	-$80.9K	0.37%	62
2017 Q3	$1.12M	Buy	6,824 +155	+2%	+$25.3K	0.37%	69
2017 Q2	$1.02M	Buy	6,669 +796	+14%	+$122K	0.35%	75
2017 Q1	$862K	Buy	5,873 +290	+5%	+$42.6K	0.32%	75
2016 Q4	$749K	Sell	5,583 -203	-4%	-$27.2K	0.32%	70
2016 Q3	$745K	Buy	5,786 +2,053	+55%	+$264K	0.27%	85
2016 Q2	$477K	Buy	3,733 +1,357	+57%	+$173K	0.18%	118
2016 Q1	$317K	Buy	+2,376	New	+$317K	0.13%	154