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 |
|