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