Private Wealth Advisors (Pennsylvania)’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.41M | Buy |
9,074
+540
| +6% | +$143K | 1.37% | 21 |
|
|
2020
Q3 | $2.37M | Buy |
8,534
+146
| +2% | +$40.5K | 1.52% | 18 |
|
|
2020
Q2 | $2.1M | Hold |
8,388
| – | – | 1.44% | 19 |
|
|
2020
Q1 | $1.83M | Sell |
8,388
-1,093
| -12% | -$239K | 1.39% | 19 |
|
|
2019
Q4 | $2.22M | Buy |
9,481
+141
| +2% | +$33K | 1.18% | 25 |
|
|
2019
Q3 | $2.17M | Sell |
9,340
-3,220
| -26% | -$747K | 1.1% | 26 |
|
|
2019
Q2 | $2.61M | Buy |
12,560
+8,970
| +250% | +$1.87M | 0.93% | 37 |
|
|
2019
Q1 | $689K | Buy |
3,590
+348
| +11% | +$66.8K | 0.26% | 88 |
|
|
2018
Q4 | $557K | Sell |
3,242
-253
| -7% | -$43.5K | 0.24% | 91 |
|
|
2018
Q3 | $724K | Hold |
3,495
| – | – | 0.27% | 88 |
|
|
2018
Q2 | $682K | Buy |
3,495
+1
| +0% | +$195 | 0.27% | 86 |
|
|
2018
Q1 | $623K | Buy |
3,494
+369
| +12% | +$65.8K | 0.25% | 90 |
|
|
2017
Q4 | $592K | Buy |
3,125
+466
| +18% | +$88.3K | 0.23% | 91 |
|
|
2017
Q3 | $435K | Buy |
2,659
+435
| +20% | +$71.2K | 0.18% | 98 |
|
|
2017
Q2 | $341K | Buy |
2,224
+651
| +41% | +$99.8K | 0.15% | 103 |
|
|
2017
Q1 | $231K | Hold |
1,573
| – | – | 0.1% | 113 |
|
|
2016
Q4 | $211K | Buy |
+1,573
| New | +$211K | 0.1% | 116 |
|
|
2016
Q3 | – | Sell |
-1,748
| Closed | -$223K | – | 115 |
|
|
2016
Q2 | $223K | Buy |
1,748
+175
| +11% | +$22.3K | 0.11% | 113 |
|
|
2016
Q1 | $210K | Sell |
1,573
-159
| -9% | -$21.2K | 0.11% | 113 |
|
|
2015
Q4 | $229K | Sell |
1,732
-1,425
| -45% | -$188K | 0.13% | 106 |
|
|
2015
Q3 | $365K | Sell |
3,157
-26
| -0.8% | -$3.01K | 0.18% | 106 |
|
|
2015
Q2 | $354K | Buy |
3,183
+161
| +5% | +$17.9K | 0.16% | 108 |
|
|
2015
Q1 | $343K | Sell |
3,022
-175
| -5% | -$19.9K | 0.16% | 106 |
|
|
2014
Q4 | $336K | Buy |
3,197
+175
| +6% | +$18.4K | 0.16% | 96 |
|
|
2014
Q3 | $277K | Buy |
3,022
+151
| +5% | +$13.8K | 0.15% | 106 |
|
|
2014
Q2 | $232K | Buy |
+2,871
| New | +$232K | 0.12% | 116 |
|