Kays Financial Advisory’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $840K | Sell |
3,024
-368
| -11% | -$99.7K | 0.14% | 60 |
|
|
2020
Q2 | $850K | Buy |
3,392
+456
| +16% | +$104K | 0.15% | 57 |
|
|
2020
Q1 | $548K | Sell |
2,936
-531
| -15% | -$117K | 0.11% | 62 |
|
|
2019
Q4 | $757K | Sell |
3,467
-8,486
| -71% | -$1.92M | 0.13% | 60 |
|
|
2019
Q3 | $2.77M | Sell |
11,953
-389
| -3% | -$85K | 0.51% | 35 |
|
|
2019
Q2 | $2.57M | Sell |
12,342
-385
| -3% | -$76.8K | 0.47% | 37 |
|
|
2019
Q1 | $2.44M | Buy |
12,727
+8,565
| +206% | +$1.57M | 0.47% | 36 |
|
|
2018
Q4 | $715K | Buy |
4,162
+2,316
| +125% | +$415K | 0.16% | 74 |
|
|
2018
Q3 | $382K | Buy |
1,846
+5
| +0.3% | +$1.01K | 0.08% | 70 |
|
|
2018
Q2 | $359K | Buy |
1,841
+5
| +0.3% | +$934 | 0.08% | 67 |
|
|
2018
Q1 | $327K | Sell |
1,836
-6,133
| -77% | -$1.15M | 0.07% | 62 |
|
|
2017
Q4 | $1.51M | Buy |
7,969
+590
| +8% | +$102K | 0.44% | 37 |
|
|
2017
Q3 | $1.21M | Buy |
7,379
+393
| +6% | +$60.3K | 0.39% | 41 |
|
|
2017
Q2 | $1.07M | Buy |
6,986
+762
| +12% | +$117K | 0.36% | 43 |
|
|
2017
Q1 | $914K | Sell |
6,224
-438
| -7% | -$62.1K | 0.33% | 47 |
|
|
2016
Q4 | $894K | Buy |
+6,662
| New | +$859K | 0.35% | 47 |
|
|
2016
Q3 | – | Sell |
-1,573
| Closed | -$201K | – | 68 |
|
|
2016
Q2 | $201K | Sell |
1,573
-3,754
| -70% | -$496K | 0.09% | 61 |
|
|
2016
Q1 | $711K | Buy |
5,327
+1,552
| +41% | +$193K | 0.35% | 36 |
|
|
2015
Q4 | $499K | Buy |
3,775
+741
| +24% | +$94.3K | 0.26% | 48 |
|
|
2015
Q3 | $350K | Buy |
3,034
+469
| +18% | +$54.3K | 0.2% | 51 |
|
|
2015
Q2 | $285K | Buy |
2,565
+1
| +0% | +$112 | 0.17% | 55 |
|
|
2015
Q1 | $291K | Hold |
2,564
| – | – | 0.17% | 55 |
|
|
2014
Q4 | $269K | Sell |
2,564
-20
| -0.8% | -$1.94K | 0.18% | 48 |
|
|
2014
Q3 | $237K | Buy |
+2,584
| New | +$222K | 0.17% | 39 |
|
Other funds holding HD
