MYCIO Wealth Partners’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-10,369
| Closed | -$2.26M | – | 180 |
|
2019
Q4 | $2.26M | Buy |
10,369
+580
| +6% | +$127K | 0.15% | 66 |
|
2019
Q3 | $2.27M | Buy |
9,789
+693
| +8% | +$161K | 0.17% | 56 |
|
2019
Q2 | $1.89M | Buy |
9,096
+266
| +3% | +$55.3K | 0.15% | 63 |
|
2019
Q1 | $1.69M | Sell |
8,830
-8
| -0.1% | -$1.54K | 0.14% | 64 |
|
2018
Q4 | $1.52M | Sell |
8,838
-170
| -2% | -$29.2K | 0.14% | 67 |
|
2018
Q3 | $1.87M | Buy |
9,008
+513
| +6% | +$106K | 0.18% | 54 |
|
2018
Q2 | $1.66M | Sell |
8,495
-47
| -0.6% | -$9.17K | 0.17% | 56 |
|
2018
Q1 | $1.52M | Buy |
8,542
+96
| +1% | +$17.1K | 0.17% | 54 |
|
2017
Q4 | $1.6M | Sell |
8,446
-170
| -2% | -$32.2K | 0.17% | 50 |
|
2017
Q3 | $1.41M | Buy |
8,616
+174
| +2% | +$28.5K | 0.16% | 59 |
|
2017
Q2 | $1.3M | Sell |
8,442
-1,529
| -15% | -$235K | 0.15% | 61 |
|
2017
Q1 | $1.46M | Buy |
9,971
+1,338
| +15% | +$196K | 0.18% | 58 |
|
2016
Q4 | $1.16M | Buy |
8,633
+997
| +13% | +$134K | 0.16% | 63 |
|
2016
Q3 | $983K | Sell |
7,636
-127
| -2% | -$16.3K | 0.16% | 59 |
|
2016
Q2 | $991K | Buy |
7,763
+662
| +9% | +$84.5K | 0.17% | 58 |
|
2016
Q1 | $947K | Buy |
7,101
+948
| +15% | +$126K | 0.17% | 56 |
|
2015
Q4 | $814K | Sell |
6,153
-720
| -10% | -$95.3K | 0.15% | 64 |
|
2015
Q3 | $794K | Buy |
6,873
+23
| +0.3% | +$2.66K | 0.16% | 58 |
|
2015
Q2 | $761K | Buy |
6,850
+977
| +17% | +$109K | 0.15% | 61 |
|
2015
Q1 | $667K | Buy |
5,873
+58
| +1% | +$6.59K | 0.14% | 64 |
|
2014
Q4 | $610K | Buy |
5,815
+12
| +0.2% | +$1.26K | 0.13% | 68 |
|
2014
Q3 | $532K | Buy |
5,803
+12
| +0.2% | +$1.1K | 0.12% | 71 |
|
2014
Q2 | $469K | Buy |
5,791
+1,095
| +23% | +$88.7K | 0.11% | 77 |
|
2014
Q1 | $372K | Sell |
4,696
-1,525
| -25% | -$121K | 0.09% | 88 |
|
2013
Q4 | $512K | Sell |
6,221
-288
| -4% | -$23.7K | 0.13% | 80 |
|
2013
Q3 | $494K | Buy |
6,509
+12
| +0.2% | +$911 | 0.13% | 72 |
|
2013
Q2 | $503K | Buy |
+6,497
| New | +$503K | 0.14% | 65 |
|