CW
Cobiz Wealth’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $293K | Sell |
1,407
-15
| -1% | -$3.12K | 0.06% | 93 |
|
|
2019
Q1 | $273K | Sell |
1,422
-438
| -24% | -$84.1K | 0.05% | 98 |
|
|
2018
Q4 | $320K | Buy |
1,860
+28
| +2% | +$4.82K | 0.07% | 101 |
|
|
2018
Q3 | $379K | Sell |
1,832
-115
| -6% | -$23.8K | 0.07% | 100 |
|
|
2018
Q2 | $380K | Sell |
1,947
-120
| -6% | -$23.4K | 0.08% | 98 |
|
|
2018
Q1 | $368K | Sell |
2,067
-180
| -8% | -$32K | 0.08% | 102 |
|
|
2017
Q4 | $426K | Buy |
2,247
+851
| +61% | +$161K | 0.09% | 98 |
|
|
2017
Q3 | $228K | Sell |
1,396
-77
| -5% | -$12.6K | 0.05% | 121 |
|
|
2017
Q2 | $226K | Sell |
1,473
-147
| -9% | -$22.6K | 0.05% | 126 |
|
|
2017
Q1 | $238K | Sell |
1,620
-32
| -2% | -$4.7K | 0.05% | 127 |
|
|
2016
Q4 | $222K | Buy |
+1,652
| New | +$222K | 0.05% | 135 |
|
|
2016
Q3 | – | Sell |
-1,586
| Closed | -$203K | – | 134 |
|
|
2016
Q2 | $203K | Sell |
1,586
-75
| -5% | -$9.6K | 0.05% | 133 |
|
|
2016
Q1 | $222K | Sell |
1,661
-39
| -2% | -$5.21K | 0.05% | 133 |
|
|
2015
Q4 | $225K | Sell |
1,700
-60
| -3% | -$7.94K | 0.05% | 137 |
|
|
2015
Q3 | $203K | Buy |
+1,760
| New | +$203K | 0.05% | 135 |
|
|
2013
Q3 | – | Sell |
-1,851
| Closed | -$143K | – | 216 |
|
|
2013
Q2 | $143K | Buy |
+1,851
| New | +$143K | 0.04% | 115 |
|