YWP
YorkBridge Wealth Partners’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.31M | Sell |
13,634
-5
| -0% | -$1.58K | 1.09% | 21 |
|
|
2022
Q3 | $3.76M | Buy |
13,639
+188
| +1% | +$51.9K | 0.97% | 24 |
|
|
2022
Q2 | $3.69M | Buy |
13,451
+336
| +3% | +$92.2K | 0.96% | 22 |
|
|
2022
Q1 | $3.93M | Sell |
13,115
-57
| -0.4% | -$17.1K | 0.86% | 29 |
|
|
2021
Q4 | $5.47M | Sell |
13,172
-535
| -4% | -$222K | 1.23% | 20 |
|
|
2021
Q3 | $4.5M | Buy |
13,707
+290
| +2% | +$95.2K | 1.13% | 20 |
|
|
2021
Q2 | $4.28M | Buy |
13,417
+437
| +3% | +$139K | 1.12% | 22 |
|
|
2021
Q1 | $3.96M | Buy |
12,980
+1,143
| +10% | +$349K | 1.17% | 21 |
|
|
2020
Q4 | $3.14M | Buy |
11,837
+18
| +0.2% | +$4.78K | 1.05% | 26 |
|
|
2020
Q3 | $3.28M | Sell |
11,819
-78
| -0.7% | -$21.7K | 1.38% | 19 |
|
|
2020
Q2 | $2.98M | Sell |
11,897
-403
| -3% | -$101K | 1.36% | 16 |
|
|
2020
Q1 | $2.3M | Sell |
12,300
-241
| -2% | -$45K | 1.41% | 18 |
|
|
2019
Q4 | $2.74M | Sell |
12,541
-28
| -0.2% | -$6.12K | 1.26% | 21 |
|
|
2019
Q3 | $2.92M | Sell |
12,569
-514
| -4% | -$119K | 1.47% | 14 |
|
|
2019
Q2 | $2.72M | Sell |
13,083
-3
| -0% | -$624 | 1.21% | 18 |
|
|
2019
Q1 | $2.51M | Buy |
13,086
+171
| +1% | +$32.8K | 1.16% | 16 |
|
|
2018
Q4 | $2.22M | Sell |
12,915
-696
| -5% | -$120K | 1.17% | 14 |
|
|
2018
Q3 | $2.83M | Sell |
13,611
-5,373
| -28% | -$1.12M | 1.29% | 12 |
|
|
2018
Q2 | $3.7M | Buy |
18,984
+67
| +0.4% | +$13.1K | 1.62% | 12 |
|
|
2018
Q1 | $3.28M | Buy |
18,917
+741
| +4% | +$128K | 1.51% | 11 |
|
|
2017
Q4 | $3.33M | Sell |
18,176
-636
| -3% | -$116K | 1.61% | 8 |
|
|
2017
Q3 | $3.08M | Sell |
18,812
-1,539
| -8% | -$252K | 1.6% | 7 |
|
|
2017
Q2 | $3.13M | Sell |
20,351
-972
| -5% | -$150K | 1.66% | 7 |
|
|
2017
Q1 | $3.3M | Buy |
21,323
+652
| +3% | +$101K | 1.73% | 7 |
|
|
2016
Q4 | $2.72M | Buy |
+20,671
| New | +$2.72M | 1.61% | 10 |
|