CWP
Concord Wealth Partners’s Henry Schein HSIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9
| Closed | -$668 | – | 913 |
|
|
2023
Q3 | $668 | Hold |
9
| – | – | ﹤0.01% | 967 |
|
|
2023
Q2 | $730 | Hold |
9
| – | – | ﹤0.01% | 969 |
|
|
2023
Q1 | $734 | Hold |
9
| – | – | ﹤0.01% | 923 |
|
|
2022
Q4 | $719 | Buy |
+9
| New | +$719 | ﹤0.01% | 1131 |
|
|
2022
Q3 | – | Sell |
-58
| Closed | -$4K | – | 580 |
|
|
2022
Q2 | $4K | Buy |
58
+20
| +53% | +$1.38K | ﹤0.01% | 871 |
|
|
2022
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 1018 |
|
|
2021
Q4 | $3K | Buy |
38
+29
| +322% | +$2.29K | ﹤0.01% | 1057 |
|
|
2021
Q3 | $1K | Sell |
9
-29
| -76% | -$3.22K | ﹤0.01% | 836 |
|
|
2021
Q2 | $3K | Buy |
38
+29
| +322% | +$2.29K | ﹤0.01% | 818 |
|
|
2021
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 916 |
|