Advocacy Wealth Management Services’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5
| Closed | -$1K | – | 76 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 123 |
|
|
2022
Q2 | $1K | Sell |
5
-8
| -62% | -$1.6K | ﹤0.01% | 130 |
|
|
2022
Q1 | $4K | Sell |
13
-1,465
| -99% | -$451K | ﹤0.01% | 126 |
|
|
2021
Q4 | $613K | Hold |
1,478
| – | – | 0.1% | 28 |
|
|
2021
Q3 | $485K | Hold |
1,478
| – | – | 0.09% | 28 |
|
|
2021
Q2 | $471K | Buy |
1,478
+8
| +0.5% | +$2.55K | 0.09% | 29 |
|
|
2021
Q1 | $452K | Hold |
1,470
| – | – | 0.09% | 35 |
|
|
2020
Q4 | $390K | Hold |
1,470
| – | – | 0.06% | 39 |
|
|
2020
Q3 | $408K | Hold |
1,470
| – | – | 0.07% | 43 |
|
|
2020
Q2 | $368K | Hold |
1,470
| – | – | 0.07% | 40 |
|
|
2020
Q1 | $263K | Hold |
1,470
| – | – | 0.06% | 29 |
|
|
2019
Q4 | $321K | Hold |
1,470
| – | – | 0.09% | 29 |
|
|
2019
Q3 | $341K | Hold |
1,470
| – | – | 0.23% | 24 |
|
|
2019
Q2 | $306K | Hold |
1,470
| – | – | 0.22% | 22 |
|
|
2019
Q1 | $288K | Sell |
1,470
-150
| -9% | -$29.4K | 0.31% | 20 |
|
|
2018
Q4 | $278K | Hold |
1,620
| – | – | 0.21% | 12 |
|
|
2018
Q3 | $336K | Hold |
1,620
| – | – | 0.21% | 13 |
|
|
2018
Q2 | $316K | Hold |
1,620
| – | – | 0.21% | 13 |
|
|
2018
Q1 | $289K | Sell |
1,620
-90
| -5% | -$16.1K | 0.2% | 14 |
|
|
2017
Q4 | $324K | Hold |
1,710
| – | – | 0.22% | 15 |
|
|
2017
Q3 | $280K | Buy |
1,710
+50
| +3% | +$8.19K | 0.11% | 19 |
|
|
2017
Q2 | $255K | Hold |
1,660
| – | – | 0.09% | 34 |
|
|
2017
Q1 | $244K | Hold |
1,660
| – | – | 0.09% | 33 |
|
|
2016
Q4 | $223K | Hold |
1,660
| – | – | 0.07% | 36 |
|
|
2016
Q3 | $214K | Hold |
1,660
| – | – | 0.08% | 54 |
|
|
2016
Q2 | $212K | Hold |
1,660
| – | – | 0.11% | 67 |
|
|
2016
Q1 | $221K | Sell |
1,660
-420
| -20% | -$55.9K | 0.15% | 79 |
|
|
2015
Q4 | $275K | Buy |
+2,080
| New | +$275K | 0.31% | 72 |
|
|
2013
Q3 | $226K | Buy |
2,980
+1,000
| +51% | +$75.8K | 0.62% | 31 |
|
|
2013
Q2 | $153K | Buy |
+1,980
| New | +$153K | 0.61% | 49 |
|