Winthrop Partners - WNY’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$2.38M Buy
10,267
+609
+6% +$141K 1.61% 17
2019
Q2
$2.01M Buy
9,658
+476
+5% +$99K 1.51% 19
2019
Q1
$1.8M Buy
9,182
+5,222
+132% +$1.02M 1.4% 24
2018
Q4
$680K Sell
3,960
-3,678
-48% -$632K 0.64% 46
2018
Q3
$1.58M Buy
7,638
+2,515
+49% +$521K 1.28% 27
2018
Q2
$999K Buy
5,123
+4,813
+1,553% +$939K 0.83% 39
2018
Q1
$53.5K Buy
+310
New +$53.5K 0.04% 206