EHWM
Eads & Heald Wealth Management’s Henry Schein HSIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,885
| Closed | -$855K | – | 129 |
|
|
2018
Q4 | $855K | Sell |
10,885
-341
| -3% | -$26.8K | 0.57% | 79 |
|
|
2018
Q3 | $955K | Sell |
11,226
-451
| -4% | -$38.4K | 0.55% | 79 |
|
|
2018
Q2 | $848K | Buy |
11,677
+55
| +0.5% | +$3.99K | 0.52% | 83 |
|
|
2018
Q1 | $781K | Sell |
11,622
-882
| -7% | -$59.3K | 0.5% | 86 |
|
|
2017
Q4 | $874K | Sell |
12,504
-2,591
| -17% | -$181K | 0.52% | 89 |
|
|
2017
Q3 | $1.24M | Buy |
15,095
+13,598
| +908% | +$1.12M | 0.77% | 65 |
|
|
2017
Q2 | $274K | Buy |
1,497
+8
| +0.5% | +$1.46K | 0.18% | 117 |
|
|
2017
Q1 | $253K | Buy |
+1,489
| New | +$253K | 0.16% | 119 |
|