Carlsbad Wealth Advisory Group, Inc. HD Holdings History
Number of Shares
15,253.00
Current Holdings Value*
$4.74 Mil
% of Portfolio
3.05%
Total Estimate Gain
$976,192.00
% of Total Estimate Gain
21.67%
Carlsbad Wealth Advisory Group, Inc.'s The Home Depot Inc Holding Summary
As of 2023-06-30, Carlsbad Wealth Advisory Group, Inc. held 15,253.00 shares of The Home Depot Inc(HD), totaling $4.74 Mil. This investment constitutes 3.05% of their stock portfolio, and Carlsbad Wealth Advisory Group, Inc. now holds 0% of the outstanding The Home Depot Inc(HD) stock.
The initial trade took place in 2023Q2. Based on historical transaction data and HD's current price of $359.40, Carlsbad Wealth Advisory Group, Inc.'s estimated gain on his HD holdings is $976,192.00, reflecting a 21.67% gain to date.
Carlsbad Wealth Advisory Group, Inc. HD ($359.40) Holding Chart
Carlsbad Wealth Advisory Group, Inc. HD ($359.40) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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