Clear Perspective 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
Q4 | $921K | Buy |
2,220
+275
| +14% | +$114K | 0.28% | 63 |
|
|
2021
Q3 | $638K | Sell |
1,945
-290
| -13% | -$95.1K | 0.22% | 75 |
|
|
2021
Q2 | $713K | Buy |
2,235
+502
| +29% | +$160K | 0.25% | 72 |
|
|
2021
Q1 | $529K | Buy |
1,733
+54
| +3% | +$16.5K | 0.21% | 81 |
|
|
2020
Q4 | $446K | Buy |
1,679
+385
| +30% | +$102K | 0.18% | 94 |
|
|
2020
Q3 | $620 | Buy |
1,294
+60
| +5% | +$29 | 0.29% | 65 |
|
|
2020
Q2 | $309K | Buy |
+1,234
| New | +$309K | 0.17% | 93 |
|
|
2020
Q1 | – | Sell |
-1,181
| Closed | -$258K | – | 118 |
|
|
2019
Q4 | $258K | Buy |
1,181
+65
| +6% | +$14.2K | 0.16% | 120 |
|
|
2019
Q3 | $259K | Sell |
1,116
-20
| -2% | -$4.64K | 0.12% | 118 |
|
|
2019
Q2 | $236K | Buy |
+1,136
| New | +$236K | 0.15% | 129 |
|
|
2018
Q3 | – | Sell |
-910
| Closed | -$178K | – | 259 |
|
|
2018
Q2 | $178K | Hold |
910
| – | – | 0.12% | 140 |
|
|
2018
Q1 | $162K | Buy |
910
+25
| +3% | +$4.45K | 0.12% | 149 |
|
|
2017
Q4 | $168K | Hold |
885
| – | – | 0.13% | 147 |
|
|
2017
Q3 | $145K | Hold |
885
| – | – | 0.12% | 155 |
|
|
2017
Q2 | $136K | Hold |
885
| – | – | 0.11% | 149 |
|
|
2017
Q1 | $130K | Hold |
885
| – | – | 0.09% | 149 |
|
|
2016
Q4 | $119K | Buy |
+885
| New | +$119K | 0.08% | 156 |
|