Partnervest Advisory Services’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 | $2.06M | Buy |
7,429
+1,077
| +17% | +$299K | 0.65% | 28 |
|
|
2020
Q2 | $1.59M | Buy |
6,352
+1,862
| +41% | +$466K | 0.6% | 30 |
|
|
2020
Q1 | $838K | Buy |
4,490
+1,864
| +71% | +$348K | 0.38% | 54 |
|
|
2019
Q4 | $573K | Sell |
2,626
-1,440
| -35% | -$314K | 0.21% | 81 |
|
|
2019
Q3 | $943K | Buy |
4,066
+936
| +30% | +$217K | 0.34% | 65 |
|
|
2019
Q2 | $651K | Sell |
3,130
-582
| -16% | -$121K | 0.26% | 74 |
|
|
2019
Q1 | $712K | Buy |
3,712
+831
| +29% | +$159K | 0.3% | 70 |
|
|
2018
Q4 | $495K | Sell |
2,881
-1,093
| -28% | -$188K | 0.24% | 89 |
|
|
2018
Q3 | $823K | Buy |
3,974
+600
| +18% | +$124K | 0.33% | 66 |
|
|
2018
Q2 | $658K | Buy |
3,374
+1,198
| +55% | +$234K | 0.3% | 70 |
|
|
2018
Q1 | $388K | Sell |
2,176
-49
| -2% | -$8.74K | 0.19% | 119 |
|
|
2017
Q4 | $422K | Buy |
2,225
+23
| +1% | +$4.36K | 0.21% | 109 |
|
|
2017
Q3 | $360K | Buy |
2,202
+50
| +2% | +$8.17K | 0.18% | 124 |
|
|
2017
Q2 | $330K | Sell |
2,152
-724
| -25% | -$111K | 0.15% | 138 |
|
|
2017
Q1 | $422K | Buy |
2,876
+231
| +9% | +$33.9K | 0.19% | 107 |
|
|
2016
Q4 | $355K | Sell |
2,645
-770
| -23% | -$103K | 0.16% | 126 |
|
|
2016
Q3 | $439K | Hold |
3,415
| – | – | 0.21% | 102 |
|
|
2016
Q2 | $436K | Buy |
3,415
+620
| +22% | +$79.2K | 0.22% | 102 |
|
|
2016
Q1 | $373K | Buy |
2,795
+553
| +25% | +$73.8K | 0.2% | 110 |
|
|
2015
Q4 | $297K | Buy |
2,242
+29
| +1% | +$3.84K | 0.17% | 115 |
|
|
2015
Q3 | $256K | Buy |
2,213
+89
| +4% | +$10.3K | 0.15% | 130 |
|
|
2015
Q2 | $236K | Buy |
+2,124
| New | +$236K | 0.12% | 155 |
|
|
2014
Q3 | – | Sell |
-1,112
| Closed | -$90K | – | 417 |
|
|
2014
Q2 | $90K | Sell |
1,112
-18
| -2% | -$1.46K | 0.04% | 252 |
|
|
2014
Q1 | $89K | Buy |
1,130
+295
| +35% | +$23.2K | 0.04% | 250 |
|
|
2013
Q4 | $69K | Sell |
835
-128
| -13% | -$10.6K | 0.03% | 263 |
|
|
2013
Q3 | $73K | Sell |
963
-46
| -5% | -$3.49K | 0.04% | 229 |
|
|
2013
Q2 | $78K | Buy |
+1,009
| New | +$78K | 0.04% | 189 |
|