Kingsview Wealth Management’s Henry Schein HSIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,293
| Closed | -$510K | – | 967 |
|
|
2023
Q2 | $510K | Hold |
6,293
| – | – | 0.02% | 586 |
|
|
2023
Q1 | $513K | Hold |
6,293
| – | – | 0.02% | 568 |
|
|
2022
Q4 | $503K | Sell |
6,293
-228
| -3% | -$18.2K | 0.02% | 508 |
|
|
2022
Q3 | $429K | Sell |
6,521
-3,197
| -33% | -$210K | 0.02% | 536 |
|
|
2022
Q2 | $746K | Buy |
9,718
+203
| +2% | +$15.6K | 0.04% | 444 |
|
|
2022
Q1 | $830K | Buy |
9,515
+2,932
| +45% | +$256K | 0.04% | 443 |
|
|
2021
Q4 | $510K | Sell |
6,583
-3,717
| -36% | -$288K | 0.02% | 561 |
|
|
2021
Q3 | $784K | Hold |
10,300
| – | – | 0.04% | 440 |
|
|
2021
Q2 | $778K | Buy |
10,300
+3,696
| +56% | +$279K | 0.04% | 435 |
|
|
2021
Q1 | $453K | Hold |
6,604
| – | – | 0.03% | 526 |
|
|
2020
Q4 | $442K | Buy |
6,604
+56
| +0.9% | +$3.75K | 0.03% | 471 |
|
|
2020
Q3 | $385K | Sell |
6,548
-100
| -2% | -$5.88K | 0.03% | 425 |
|
|
2020
Q2 | $388K | Sell |
6,648
-24
| -0.4% | -$1.4K | 0.04% | 387 |
|
|
2020
Q1 | $337K | Buy |
6,672
+3,100
| +87% | +$157K | 0.05% | 323 |
|
|
2019
Q4 | $238K | Buy |
+3,572
| New | +$238K | 0.03% | 414 |
|