Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $555K | Buy |
1,783
+665
| +59% | +$207K | 0.07% | 63 |
|
|
2021
Q4 | $464K | Buy |
1,118
+30
| +3% | +$12.5K | 0.06% | 69 |
|
|
2021
Q3 | $357K | Buy |
1,088
+182
| +20% | +$59.7K | 0.05% | 76 |
|
|
2021
Q2 | $289K | Buy |
906
+222
| +32% | +$70.8K | 0.04% | 84 |
|
|
2021
Q1 | $209K | Sell |
684
-643
| -48% | -$196K | 0.03% | 84 |
|
|
2020
Q4 | $352K | Sell |
1,327
-72
| -5% | -$19.1K | 0.05% | 63 |
|
|
2020
Q3 | $389K | Buy |
1,399
+108
| +8% | +$30K | 0.06% | 53 |
|
|
2020
Q2 | $323K | Sell |
1,291
-77
| -6% | -$19.3K | 0.05% | 57 |
|
|
2020
Q1 | $255K | Buy |
1,368
+97
| +8% | +$18.1K | 0.05% | 56 |
|
|
2019
Q4 | $278K | Buy |
1,271
+68
| +6% | +$14.9K | 0.04% | 72 |
|
|
2019
Q3 | $279K | Sell |
1,203
-31
| -3% | -$7.19K | 0.05% | 64 |
|
|
2019
Q2 | $257K | Sell |
1,234
-55
| -4% | -$11.5K | 0.04% | 61 |
|
|
2019
Q1 | $247K | Sell |
1,289
-947
| -42% | -$181K | 0.05% | 57 |
|
|
2018
Q4 | $384K | Sell |
2,236
-500
| -18% | -$85.9K | 0.08% | 40 |
|
|
2018
Q3 | $567K | Buy |
2,736
+1,219
| +80% | +$253K | 0.12% | 31 |
|
|
2018
Q2 | $296K | Buy |
1,517
+172
| +13% | +$33.6K | 0.07% | 42 |
|
|
2018
Q1 | $240K | Buy |
1,345
+1,283
| +2,069% | +$229K | 0.06% | 49 |
|
|
2017
Q4 | $12K | Buy |
62
+57
| +1,140% | +$11K | ﹤0.01% | 162 |
|
|
2017
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 201 |
|
|
2016
Q4 | – | Sell |
-605
| Closed | -$78K | – | 141 |
|
|
2016
Q3 | $78K | Hold |
605
| – | – | 0.02% | 59 |
|
|
2016
Q2 | $77K | Hold |
605
| – | – | 0.02% | 63 |
|
|
2016
Q1 | $81K | Sell |
605
-45
| -7% | -$6.03K | 0.02% | 62 |
|
|
2015
Q4 | $86K | Buy |
650
+57
| +10% | +$7.54K | 0.03% | 57 |
|
|
2015
Q3 | $68K | Buy |
593
+523
| +747% | +$60K | 0.02% | 66 |
|
|
2015
Q2 | $8K | Hold |
70
| – | – | ﹤0.01% | 163 |
|
|
2015
Q1 | $8K | Hold |
70
| – | – | ﹤0.01% | 179 |
|
|
2014
Q4 | $7K | Sell |
70
-430
| -86% | -$43K | ﹤0.01% | 198 |
|
|
2014
Q3 | $46K | Hold |
500
| – | – | 0.02% | 83 |
|
|
2014
Q2 | $40K | Hold |
500
| – | – | 0.02% | 78 |
|
|
2014
Q1 | $40K | Sell |
500
-200
| -29% | -$16K | 0.02% | 68 |
|
|
2013
Q4 | $58K | Buy |
700
+455
| +186% | +$37.7K | 0.04% | 62 |
|
|
2013
Q3 | $19K | Buy |
245
+50
| +26% | +$3.88K | 0.02% | 65 |
|
|
2013
Q2 | $15K | Buy |
+195
| New | +$15K | 0.02% | 82 |
|