SVA 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
Q4 | $3.06M | Sell |
11,502
-662
| -5% | -$176K | 0.27% | 72 |
|
|
2020
Q3 | $3.38M | Buy |
12,164
+463
| +4% | +$129K | 0.33% | 62 |
|
|
2020
Q2 | $2.93M | Buy |
11,701
+803
| +7% | +$201K | 0.31% | 65 |
|
|
2020
Q1 | $2.04M | Buy |
10,898
+470
| +5% | +$87.8K | 0.23% | 76 |
|
|
2019
Q4 | $2.28M | Sell |
10,428
-121
| -1% | -$26.4K | 0.21% | 89 |
|
|
2019
Q3 | $2.45M | Sell |
10,549
-56
| -0.5% | -$13K | 0.24% | 83 |
|
|
2019
Q2 | $2.21M | Sell |
10,605
-6,042
| -36% | -$1.26M | 0.22% | 88 |
|
|
2019
Q1 | $3.19M | Buy |
16,647
+1,333
| +9% | +$256K | 0.31% | 76 |
|
|
2018
Q4 | $2.63M | Buy |
15,314
+10,015
| +189% | +$1.72M | 0.3% | 79 |
|
|
2018
Q3 | $1.1M | Sell |
5,299
-14
| -0.3% | -$2.9K | 0.11% | 116 |
|
|
2018
Q2 | $1.04M | Buy |
5,313
+1,040
| +24% | +$203K | 0.11% | 122 |
|
|
2018
Q1 | $699K | Buy |
4,273
+639
| +18% | +$105K | 0.09% | 129 |
|
|
2017
Q4 | $689K | Sell |
3,634
-639
| -15% | -$121K | 0.08% | 133 |
|
|
2017
Q3 | $699K | Buy |
4,273
+449
| +12% | +$73.5K | 0.09% | 129 |
|
|
2017
Q2 | $587K | Buy |
3,824
+628
| +20% | +$96.4K | 0.08% | 131 |
|
|
2017
Q1 | $469K | Sell |
3,196
-184
| -5% | -$27K | 0.06% | 138 |
|
|
2016
Q4 | $453K | Buy |
3,380
+7
| +0.2% | +$938 | 0.07% | 141 |
|
|
2016
Q3 | $434K | Buy |
3,373
+307
| +10% | +$39.5K | 0.07% | 142 |
|
|
2016
Q2 | $391K | Buy |
3,066
+328
| +12% | +$41.8K | 0.06% | 153 |
|
|
2016
Q1 | $365K | Sell |
2,738
-93
| -3% | -$12.4K | 0.06% | 158 |
|
|
2015
Q4 | $374K | Sell |
2,831
-340
| -11% | -$44.9K | 0.06% | 171 |
|
|
2015
Q3 | $366K | Buy |
3,171
+120
| +4% | +$13.9K | 0.07% | 164 |
|
|
2015
Q2 | $339K | Buy |
+3,051
| New | +$339K | 0.06% | 169 |
|