Integrated 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
Q1 | $704K | Buy |
4,792
+528
| +12% | +$77.6K | 0.24% | 107 |
|
|
2016
Q4 | $572K | Buy |
4,264
+3
| +0.1% | +$402 | 0.21% | 116 |
|
|
2016
Q3 | $548K | Sell |
4,261
-82
| -2% | -$10.5K | 0.2% | 113 |
|
|
2016
Q2 | $555K | Buy |
4,343
+86
| +2% | +$11K | 0.21% | 101 |
|
|
2016
Q1 | $568K | Buy |
4,257
+470
| +12% | +$62.7K | 0.24% | 90 |
|
|
2015
Q4 | $501K | Sell |
3,787
-459
| -11% | -$60.7K | 0.22% | 93 |
|
|
2015
Q3 | $490K | Buy |
4,246
+911
| +27% | +$105K | 0.21% | 96 |
|
|
2015
Q2 | $371K | Buy |
3,335
+42
| +1% | +$4.67K | 0.14% | 122 |
|
|
2015
Q1 | $374K | Buy |
+3,293
| New | +$374K | 0.16% | 118 |
|