Capital Planning Advisors’s Henry Schein HSIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-8,393
Closed -$540K 123
2017
Q3
$540K Buy
8,393
+4,833
+136% +$311K 0.21% 85
2017
Q2
$255K Buy
3,560
+309
+10% +$22.1K 0.11% 111
2017
Q1
$217K Buy
+3,251
New +$217K 0.11% 124