WFG Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $1.64M | Buy |
10,692
+955
| +10% | +$146K | 0.37% | 68 |
|
2017
Q1 | $1.43M | Sell |
9,737
-1,344
| -12% | -$197K | 0.38% | 65 |
|
2016
Q4 | $1.49M | Sell |
11,081
-604
| -5% | -$81K | 0.36% | 70 |
|
2016
Q3 | $1.5M | Buy |
11,685
+714
| +7% | +$91.9K | 0.37% | 67 |
|
2016
Q2 | $1.4M | Buy |
10,971
+1,483
| +16% | +$189K | 0.37% | 66 |
|
2016
Q1 | $1.27M | Buy |
9,488
+57
| +0.6% | +$7.61K | 0.37% | 63 |
|
2015
Q4 | $1.25M | Buy |
9,431
+1,864
| +25% | +$246K | 0.37% | 60 |
|
2015
Q3 | $874K | Buy |
7,567
+758
| +11% | +$87.6K | 0.27% | 83 |
|
2015
Q2 | $757K | Sell |
6,809
-44
| -0.6% | -$4.89K | 0.21% | 113 |
|
2015
Q1 | $779K | Sell |
6,853
-1,453
| -17% | -$165K | 0.22% | 101 |
|
2014
Q4 | $872K | Sell |
8,306
-45
| -0.5% | -$4.72K | 0.18% | 134 |
|
2014
Q3 | $766K | Buy |
8,351
+36
| +0.4% | +$3.3K | 0.15% | 171 |
|
2014
Q2 | $673K | Buy |
8,315
+322
| +4% | +$26.1K | 0.13% | 195 |
|
2014
Q1 | $633K | Sell |
7,993
-11,416
| -59% | -$904K | 0.13% | 194 |
|
2013
Q4 | $1.6M | Buy |
19,409
+2,476
| +15% | +$204K | 0.23% | 107 |
|
2013
Q3 | $1.28M | Sell |
16,933
-3,473
| -17% | -$263K | 0.2% | 128 |
|
2013
Q2 | $1.58M | Buy |
+20,406
| New | +$1.58M | 0.26% | 91 |
|