Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,701
| Closed | -$568K | – | 70 |
|
|
2017
Q2 | $568K | Sell |
3,701
-13,112
| -78% | -$2.01M | 0.55% | 55 |
|
|
2017
Q1 | $2.25M | Sell |
16,813
-5,283
| -24% | -$707K | 0.51% | 40 |
|
|
2016
Q4 | $2.96M | Sell |
22,096
-6,912
| -24% | -$926K | 0.66% | 22 |
|
|
2016
Q3 | $3.74M | Buy |
29,008
+563
| +2% | +$72.5K | 0.45% | 39 |
|
|
2016
Q2 | $3.64M | Sell |
28,445
-160
| -0.6% | -$20.4K | 0.49% | 37 |
|
|
2016
Q1 | $3.82M | Buy |
28,605
+215
| +0.8% | +$28.7K | 0.51% | 38 |
|
|
2015
Q4 | $3.75M | Sell |
28,390
-1,178
| -4% | -$156K | 0.5% | 39 |
|
|
2015
Q3 | $3.42M | Buy |
29,568
+3,373
| +13% | +$390K | 0.46% | 40 |
|
|
2015
Q2 | $2.91M | Buy |
26,195
+5,873
| +29% | +$652K | 0.38% | 50 |
|
|
2015
Q1 | $726K | Buy |
20,322
+615
| +3% | +$22K | 0.21% | 140 |
|
|
2014
Q4 | $2.06M | Buy |
19,707
+2,177
| +12% | +$227K | 0.31% | 72 |
|
|
2014
Q3 | $1.61M | Buy |
17,530
+759
| +5% | +$69.7K | 0.22% | 70 |
|
|
2014
Q2 | $1.33M | Buy |
16,771
+18
| +0.1% | +$1.43K | 0.16% | 95 |
|
|
2014
Q1 | $1.32M | Sell |
16,753
-1,059
| -6% | -$83.4K | 0.16% | 93 |
|
|
2013
Q4 | $1.46M | Buy |
17,812
+438
| +3% | +$35.9K | 0.19% | 82 |
|
|
2013
Q3 | $1.33M | Buy |
17,374
+183
| +1% | +$14K | 0.19% | 81 |
|
|
2013
Q2 | $1.33M | Buy |
+17,191
| New | +$1.33M | 0.2% | 66 |
|