Lenox Wealth Management’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $342K | Buy |
1,368
+17
| +1% | +$4.25K | 0.1% | 111 |
|
|
2020
Q1 | $252K | Buy |
1,351
+84
| +7% | +$15.7K | 0.09% | 118 |
|
|
2019
Q4 | $277K | Sell |
1,267
-3,522
| -74% | -$770K | 0.08% | 130 |
|
|
2019
Q3 | $1.11M | Buy |
4,789
+215
| +5% | +$49.9K | 0.32% | 51 |
|
|
2019
Q2 | $951K | Buy |
4,574
+475
| +12% | +$98.8K | 0.28% | 54 |
|
|
2019
Q1 | $787K | Sell |
4,099
-122
| -3% | -$23.4K | 0.25% | 67 |
|
|
2018
Q4 | $725K | Buy |
4,221
+130
| +3% | +$22.3K | 0.24% | 66 |
|
|
2018
Q3 | $847K | Buy |
4,091
+357
| +10% | +$73.9K | 0.25% | 67 |
|
|
2018
Q2 | $729K | Buy |
3,734
+171
| +5% | +$33.4K | 0.23% | 82 |
|
|
2018
Q1 | $635K | Buy |
3,563
+3,500
| +5,556% | +$624K | 0.2% | 90 |
|
|
2017
Q4 | $12K | Hold |
63
| – | – | ﹤0.01% | 367 |
|
|
2017
Q3 | $10K | Buy |
+63
| New | +$10K | ﹤0.01% | 396 |
|
|
2015
Q4 | – | Sell |
-176
| Closed | -$20K | – | 260 |
|
|
2015
Q3 | $20K | Sell |
176
-31
| -15% | -$3.52K | 0.02% | 93 |
|
|
2015
Q2 | $23K | Buy |
207
+27
| +15% | +$3K | 0.02% | 95 |
|
|
2015
Q1 | $20K | Hold |
180
| – | – | 0.01% | 102 |
|
|
2014
Q4 | $18K | Hold |
180
| – | – | 0.01% | 109 |
|
|
2014
Q3 | $17K | Hold |
180
| – | – | 0.01% | 115 |
|
|
2014
Q2 | $15K | Hold |
180
| – | – | 0.01% | 117 |
|
|
2014
Q1 | $14K | Hold |
180
| – | – | 0.01% | 134 |
|
|
2013
Q4 | $15K | Buy |
+180
| New | +$15K | 0.01% | 129 |
|