Independence Advisors’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$497K Hold
1,790
0.11% 51
2020
Q2
$448K Sell
1,790
-14
-0.8% -$3.5K 0.1% 51
2020
Q1
$337K Sell
1,804
-60
-3% -$11.2K 0.09% 54
2019
Q4
$407K Sell
1,864
-195
-9% -$42.6K 0.1% 56
2019
Q3
$478K Sell
2,059
-99
-5% -$23K 0.12% 54
2019
Q2
$449K Buy
2,158
+144
+7% +$30K 0.12% 56
2019
Q1
$386K Hold
2,014
0.11% 57
2018
Q4
$346K Sell
2,014
-210
-9% -$36.1K 0.12% 57
2018
Q3
$461K Buy
2,224
+327
+17% +$67.8K 0.14% 47
2018
Q2
$370K Buy
1,897
+1
+0.1% +$195 0.12% 52
2018
Q1
$338K Hold
1,896
0.11% 54
2017
Q4
$359K Hold
1,896
0.12% 52
2017
Q3
$310K Buy
1,896
+46
+2% +$7.52K 0.12% 48
2017
Q2
$284K Sell
1,850
-43
-2% -$6.6K 0.11% 58
2017
Q1
$278K Hold
1,893
0.12% 55
2016
Q4
$254K Buy
1,893
+65
+4% +$8.72K 0.11% 59
2016
Q3
$235K Buy
+1,828
New +$235K 0.11% 62