CWA
Cypress Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,458
| Closed | -$238K | – | 86 |
|
|
2017
Q3 | $238K | Buy |
1,458
+22
| +2% | +$3.59K | 0.38% | 53 |
|
|
2017
Q2 | $220K | Sell |
1,436
-2,773
| -66% | -$425K | 0.26% | 73 |
|
|
2017
Q1 | $618K | Sell |
4,209
-76
| -2% | -$11.2K | 0.28% | 81 |
|
|
2016
Q4 | $575K | Buy |
4,285
+275
| +7% | +$36.9K | 0.26% | 83 |
|
|
2016
Q3 | $516K | Buy |
4,010
+223
| +6% | +$28.7K | 0.23% | 94 |
|
|
2016
Q2 | $484K | Sell |
3,787
-257
| -6% | -$32.8K | 0.24% | 94 |
|
|
2016
Q1 | $540K | Buy |
4,044
+801
| +25% | +$107K | 0.25% | 88 |
|
|
2015
Q4 | $429K | Buy |
3,243
+78
| +2% | +$10.3K | 0.22% | 101 |
|
|
2015
Q3 | $366K | Buy |
3,165
+1,317
| +71% | +$152K | 0.2% | 110 |
|
|
2015
Q2 | $205K | Buy |
+1,848
| New | +$205K | 0.12% | 141 |
|