Wealthspire Advisors (Maryland)’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
$3.96M Sell
14,249
-352
-2% -$97.8K 0.14% 80
2020
Q2
$3.66M Sell
14,601
-927
-6% -$232K 0.26% 60
2020
Q1
$2.9M Sell
15,528
-665
-4% -$124K 0.25% 58
2019
Q4
$3.54M Buy
16,193
+604
+4% +$132K 0.24% 67
2019
Q3
$3.62M Sell
15,589
-6
-0% -$1.39K 0.26% 64
2019
Q2
$3.24M Sell
15,595
-115
-0.7% -$23.9K 0.24% 66
2019
Q1
$3.02M Sell
15,710
-468
-3% -$89.8K 0.23% 68
2018
Q4
$2.78M Buy
16,178
+252
+2% +$43.3K 0.25% 61
2018
Q3
$3.3M Buy
15,926
+75
+0.5% +$15.5K 0.27% 55
2018
Q2
$3.09M Sell
15,851
-117
-0.7% -$22.8K 0.28% 56
2018
Q1
$2.85M Sell
15,968
-293
-2% -$52.2K 0.27% 60
2017
Q4
$3.08M Buy
16,261
+705
+5% +$134K 0.3% 56
2017
Q3
$2.54M Buy
15,556
+349
+2% +$57.1K 0.28% 60
2017
Q2
$2.33M Buy
15,207
+2,509
+20% +$385K 0.28% 64
2017
Q1
$1.86M Buy
12,698
+233
+2% +$34.2K 0.27% 58
2016
Q4
$1.67M Sell
12,465
-627
-5% -$84.1K 0.25% 62
2016
Q3
$1.69M Buy
13,092
+412
+3% +$53K 0.26% 60
2016
Q2
$1.62M Sell
12,680
-153
-1% -$19.5K 0.27% 63
2016
Q1
$1.71M Buy
12,833
+844
+7% +$113K 0.3% 56
2015
Q4
$1.59M Buy
+11,989
New +$1.59M 0.3% 59