JWM
Jacobus Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $594K | Buy |
3,630
+80
| +2% | +$13.1K | 0.16% | 97 |
|
|
2017
Q2 | $545K | Buy |
3,550
+300
| +9% | +$46.1K | 0.15% | 99 |
|
|
2017
Q1 | $477K | Hold |
3,250
| – | – | 0.13% | 107 |
|
|
2016
Q4 | $436K | Buy |
3,250
+670
| +26% | +$89.9K | 0.13% | 112 |
|
|
2016
Q3 | $332K | Sell |
2,580
-256
| -9% | -$32.9K | 0.1% | 136 |
|
|
2016
Q2 | $362K | Sell |
2,836
-283
| -9% | -$36.1K | 0.11% | 128 |
|
|
2016
Q1 | $416K | Hold |
3,119
| – | – | 0.12% | 139 |
|
|
2015
Q4 | $412K | Buy |
3,119
+73
| +2% | +$9.64K | 0.12% | 139 |
|
|
2015
Q3 | $352K | Sell |
3,046
-70
| -2% | -$8.09K | 0.1% | 149 |
|
|
2015
Q2 | $346K | Buy |
3,116
+1,446
| +87% | +$161K | 0.09% | 159 |
|
|
2015
Q1 | $190K | Sell |
1,670
-126
| -7% | -$14.3K | 0.05% | 218 |
|
|
2014
Q4 | $189K | Hold |
1,796
| – | – | 0.05% | 214 |
|
|
2014
Q3 | $165K | Hold |
1,796
| – | – | 0.05% | 225 |
|
|
2014
Q2 | $145K | Sell |
1,796
-935
| -34% | -$75.5K | 0.04% | 258 |
|
|
2014
Q1 | $216K | Sell |
2,731
-1,114
| -29% | -$88.1K | 0.05% | 211 |
|
|
2013
Q4 | $317K | Buy |
3,845
+1,100
| +40% | +$90.7K | 0.09% | 167 |
|
|
2013
Q3 | $208K | Hold |
2,745
| – | – | 0.07% | 167 |
|
|
2013
Q2 | $213K | Buy |
+2,745
| New | +$213K | 0.08% | 161 |
|