Hefty Wealth Partners’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $636K | Buy |
3,566
+3,511
| +6,384% | +$626K | 0.41% | 75 |
|
|
2017
Q4 | $10K | Sell |
55
-3,136
| -98% | -$570K | 0.01% | 186 |
|
|
2017
Q3 | $522K | Buy |
3,191
+3,136
| +5,702% | +$513K | 0.35% | 67 |
|
|
2017
Q2 | $8K | Hold |
55
| – | – | 0.01% | 173 |
|
|
2017
Q1 | $8K | Hold |
55
| – | – | 0.01% | 178 |
|
|
2016
Q4 | $7K | Sell |
55
-8,267
| -99% | -$1.05M | 0.01% | 177 |
|
|
2016
Q3 | $1.07M | Buy |
8,322
+8,267
| +15,031% | +$1.06M | 0.81% | 40 |
|
|
2016
Q2 | $7K | Hold |
55
| – | – | 0.01% | 158 |
|
|
2016
Q1 | $7K | Hold |
55
| – | – | 0.01% | 163 |
|
|
2015
Q4 | $7K | Buy |
+55
| New | +$7K | 0.01% | 151 |
|