BPWA
Beacon Pointe Wealth Advisors’s Home Depot HD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $3.14M | Buy |
14,358
+488
| +4% | +$107K | 0.58% | 40 |
|
2019
Q3 | $3.22M | Sell |
13,870
-993
| -7% | -$230K | 0.68% | 30 |
|
2019
Q2 | $3.09M | Buy |
14,863
+544
| +4% | +$113K | 0.65% | 32 |
|
2019
Q1 | $2.75M | Buy |
14,319
+729
| +5% | +$140K | 0.63% | 32 |
|
2018
Q4 | $2.34M | Buy |
+13,590
| New | +$2.34M | 0.84% | 29 |
|