PWAG
Polaris Wealth Advisory Group’s Henry Schein HSIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,416
| Closed | -$394K | – | 119 |
|
|
2016
Q3 | $394K | Sell |
2,416
-55
| -2% | -$8.97K | 0.05% | 86 |
|
|
2016
Q2 | $437K | Sell |
2,471
-59
| -2% | -$10.4K | 0.07% | 68 |
|
|
2016
Q1 | $437K | Buy |
2,530
+225
| +10% | +$38.9K | 0.07% | 74 |
|
|
2015
Q4 | $365K | Buy |
+2,305
| New | +$365K | 0.06% | 111 |
|