Kays Financial Advisory’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 | $840K | Sell |
3,024
-368
| -11% | -$102K | 0.13% | 60 |
|
2020
Q2 | $850K | Buy |
3,392
+456
| +16% | +$114K | 0.15% | 57 |
|
2020
Q1 | $548K | Sell |
2,936
-531
| -15% | -$99.1K | 0.11% | 62 |
|
2019
Q4 | $757K | Sell |
3,467
-8,486
| -71% | -$1.85M | 0.13% | 59 |
|
2019
Q3 | $2.77M | Sell |
11,953
-389
| -3% | -$90.3K | 0.51% | 35 |
|
2019
Q2 | $2.57M | Sell |
12,342
-385
| -3% | -$80.1K | 0.47% | 37 |
|
2019
Q1 | $2.44M | Buy |
12,727
+8,565
| +206% | +$1.64M | 0.47% | 36 |
|
2018
Q4 | $715K | Buy |
4,162
+2,316
| +125% | +$398K | 0.16% | 74 |
|
2018
Q3 | $382K | Buy |
1,846
+5
| +0.3% | +$1.04K | 0.08% | 69 |
|
2018
Q2 | $359K | Buy |
1,841
+5
| +0.3% | +$975 | 0.08% | 66 |
|
2018
Q1 | $327K | Sell |
1,836
-6,133
| -77% | -$1.09M | 0.07% | 62 |
|
2017
Q4 | $1.51M | Buy |
7,969
+590
| +8% | +$112K | 0.44% | 37 |
|
2017
Q3 | $1.21M | Buy |
7,379
+393
| +6% | +$64.3K | 0.39% | 41 |
|
2017
Q2 | $1.07M | Buy |
6,986
+762
| +12% | +$117K | 0.36% | 43 |
|
2017
Q1 | $914K | Sell |
6,224
-438
| -7% | -$64.3K | 0.32% | 47 |
|
2016
Q4 | $894K | Buy |
+6,662
| New | +$894K | 0.35% | 47 |
|
2016
Q3 | – | Sell |
-1,573
| Closed | -$201K | – | 64 |
|
2016
Q2 | $201K | Sell |
1,573
-3,754
| -70% | -$480K | 0.09% | 59 |
|
2016
Q1 | $711K | Buy |
5,327
+1,552
| +41% | +$207K | 0.35% | 36 |
|
2015
Q4 | $499K | Buy |
3,775
+741
| +24% | +$97.9K | 0.26% | 47 |
|
2015
Q3 | $350K | Buy |
3,034
+469
| +18% | +$54.1K | 0.2% | 50 |
|
2015
Q2 | $285K | Buy |
2,565
+1
| +0% | +$111 | 0.16% | 55 |
|
2015
Q1 | $291K | Hold |
2,564
| – | – | 0.17% | 55 |
|
2014
Q4 | $269K | Sell |
2,564
-20
| -0.8% | -$2.1K | 0.18% | 48 |
|
2014
Q3 | $237K | Buy |
+2,584
| New | +$237K | 0.17% | 39 |
|