Intercontinental Wealth Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $1.37M | Sell |
4,401
-36
| -0.8% | -$11.2K | 0.33% | 63 |
|
2023
Q1 | $1.31M | Buy |
4,437
+65
| +1% | +$19.2K | 0.33% | 59 |
|
2022
Q4 | $1.38M | Buy |
4,372
+22
| +0.5% | +$6.95K | 0.41% | 45 |
|
2022
Q3 | $1.2M | Buy |
4,350
+557
| +15% | +$154K | 0.38% | 58 |
|
2022
Q2 | $1.04M | Buy |
3,793
+403
| +12% | +$110K | 0.28% | 79 |
|
2022
Q1 | $1.02M | Buy |
3,390
+742
| +28% | +$222K | 0.23% | 89 |
|
2021
Q4 | $1.1M | Sell |
2,648
-245
| -8% | -$102K | 0.23% | 90 |
|
2021
Q3 | $950K | Sell |
2,893
-788
| -21% | -$259K | 0.22% | 93 |
|
2021
Q2 | $1.17M | Buy |
3,681
+695
| +23% | +$222K | 0.23% | 84 |
|
2021
Q1 | $911K | Buy |
2,986
+650
| +28% | +$198K | 0.2% | 97 |
|
2020
Q4 | $620K | Buy |
2,336
+20
| +0.9% | +$5.31K | 0.15% | 116 |
|
2020
Q3 | $643K | Buy |
2,316
+1,032
| +80% | +$287K | 0.19% | 98 |
|
2020
Q2 | $322K | Sell |
1,284
-472
| -27% | -$118K | 0.1% | 140 |
|
2020
Q1 | $328K | Buy |
1,756
+432
| +33% | +$80.7K | 0.17% | 109 |
|
2019
Q4 | $315K | Sell |
1,324
-199
| -13% | -$47.3K | 0.26% | 65 |
|
2019
Q3 | $353K | Sell |
1,523
-9
| -0.6% | -$2.09K | 0.22% | 88 |
|
2019
Q2 | $319K | Buy |
1,532
+795
| +108% | +$166K | 0.16% | 95 |
|
2019
Q1 | $141K | Hold |
737
| – | – | 0.07% | 147 |
|
2018
Q4 | $127K | Buy |
+737
| New | +$127K | 0.07% | 151 |
|