Catamount Wealth Management’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $432K | Buy |
2,250
+2,100
| +1,400% | +$403K | 0.25% | 34 |
|
2018
Q4 | $28K | Sell |
150
-23
| -13% | -$4.29K | 0.02% | 87 |
|
2018
Q3 | $36K | Hold |
173
| – | – | 0.02% | 93 |
|
2018
Q2 | $34K | Buy |
173
+150
| +652% | +$29.5K | 0.02% | 93 |
|
2018
Q1 | $4K | Sell |
23
-25
| -52% | -$4.35K | ﹤0.01% | 163 |
|
2017
Q4 | $9K | Buy |
+48
| New | +$9K | 0.01% | 137 |
|
2017
Q3 | – | Sell |
-292
| Closed | -$45K | – | 195 |
|
2017
Q2 | $45K | Hold |
292
| – | – | 0.03% | 89 |
|
2017
Q1 | $43K | Sell |
292
-50
| -15% | -$7.36K | 0.03% | 84 |
|
2016
Q4 | $46K | Sell |
342
-70
| -17% | -$9.42K | 0.04% | 73 |
|
2016
Q3 | $54K | Sell |
412
-25
| -6% | -$3.28K | 0.05% | 66 |
|
2016
Q2 | $56K | Sell |
437
-1,005
| -70% | -$129K | 0.06% | 45 |
|
2016
Q1 | $192K | Buy |
1,442
+1,392
| +2,784% | +$185K | 0.22% | 26 |
|
2015
Q4 | $7K | Hold |
50
| – | – | 0.01% | 98 |
|
2015
Q3 | $6K | Buy |
+50
| New | +$6K | 0.01% | 104 |
|
2015
Q2 | – | Sell |
-60
| Closed | -$7K | – | 207 |
|
2015
Q1 | $7K | Buy |
+60
| New | +$7K | 0.01% | 112 |
|