LWM
Lyons Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,452
| Closed | -$764K | – | 24 |
|
|
2018
Q4 | $764K | Sell |
4,452
-302
| -6% | -$51.8K | 2.49% | 13 |
|
|
2018
Q3 | $988K | Sell |
4,754
-165
| -3% | -$34.3K | 1.96% | 13 |
|
|
2018
Q2 | $960K | Sell |
4,919
-374
| -7% | -$73K | 1.37% | 11 |
|
|
2018
Q1 | $947K | Sell |
5,293
-142
| -3% | -$25.4K | 1.44% | 12 |
|
|
2017
Q4 | $1.03M | Buy |
5,435
+227
| +4% | +$43K | 1.68% | 8 |
|
|
2017
Q3 | $843K | Sell |
5,208
-1,047
| -17% | -$169K | 1.26% | 16 |
|
|
2017
Q2 | $961K | Buy |
6,255
+31
| +0.5% | +$4.76K | 1.35% | 12 |
|
|
2017
Q1 | $913K | Buy |
6,224
+176
| +3% | +$25.8K | 0.96% | 15 |
|
|
2016
Q4 | $811K | Buy |
6,048
+144
| +2% | +$19.3K | 1.11% | 22 |
|
|
2016
Q3 | $761K | Buy |
5,904
+173
| +3% | +$22.3K | 1.05% | 27 |
|
|
2016
Q2 | $730K | Sell |
5,731
-397
| -6% | -$50.6K | 1.1% | 26 |
|
|
2016
Q1 | $818K | Sell |
6,128
-1,461
| -19% | -$195K | 1.17% | 22 |
|
|
2015
Q4 | $1M | Sell |
7,589
-511
| -6% | -$67.5K | 1.28% | 11 |
|
|
2015
Q3 | $935K | Sell |
8,100
-595
| -7% | -$68.7K | 1.2% | 14 |
|
|
2015
Q2 | $968K | Sell |
8,695
-1,406
| -14% | -$157K | 1.1% | 18 |
|
|
2015
Q1 | $1.15M | Sell |
10,101
-730
| -7% | -$82.8K | 1.24% | 18 |
|
|
2014
Q4 | $1.14M | Buy |
+10,831
| New | +$1.14M | 1.19% | 17 |
|
|
2014
Q3 | – | Sell |
-11,605
| Closed | -$937K | – | 67 |
|
|
2014
Q2 | $937K | Buy |
+11,605
| New | +$937K | 0.84% | 32 |
|