Berman Capital Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.83M | Buy |
14,718
+603
| +4% | +$198K | 0.76% | 18 |
|
|
2021
Q2 | $4.5M | Buy |
14,115
+4,007
| +40% | +$1.28M | 0.72% | 19 |
|
|
2021
Q1 | $3.08M | Buy |
10,108
+565
| +6% | +$172K | 0.64% | 21 |
|
|
2020
Q4 | $2.53M | Buy |
9,543
+257
| +3% | +$68.2K | 0.61% | 22 |
|
|
2020
Q3 | $2.58M | Buy |
9,286
+5,671
| +157% | +$1.57M | 0.73% | 21 |
|
|
2020
Q2 | $903K | Buy |
3,615
+381
| +12% | +$95.2K | 0.24% | 52 |
|
|
2020
Q1 | $602K | Buy |
3,234
+467
| +17% | +$86.9K | 0.19% | 59 |
|
|
2019
Q4 | $603K | Buy |
2,767
+223
| +9% | +$48.6K | 0.17% | 62 |
|
|
2019
Q3 | $589K | Buy |
2,544
+20
| +0.8% | +$4.63K | 0.18% | 59 |
|
|
2019
Q2 | $524K | Sell |
2,524
-1,463
| -37% | -$304K | 0.17% | 63 |
|
|
2019
Q1 | $764K | Buy |
3,987
+1,810
| +83% | +$347K | 0.26% | 44 |
|
|
2018
Q4 | $373K | Buy |
2,177
+210
| +11% | +$36K | 0.15% | 64 |
|
|
2018
Q3 | $407K | Buy |
1,967
+28
| +1% | +$5.79K | 0.17% | 64 |
|
|
2018
Q2 | $379K | Buy |
1,939
+157
| +9% | +$30.7K | 0.13% | 73 |
|
|
2018
Q1 | $318K | Buy |
+1,782
| New | +$318K | 0.12% | 76 |
|