Regal Investment Advisors’s Patterson Companies, Inc. PDCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,750
| Closed | -$75K | – | 905 |
|
|
2015
Q3 | $75K | Hold |
1,750
| – | – | 0.02% | 389 |
|
|
2015
Q2 | $85K | Hold |
1,750
| – | – | 0.02% | 361 |
|
|
2015
Q1 | $85K | Hold |
1,750
| – | – | 0.02% | 361 |
|
|
2014
Q4 | $84K | Hold |
1,750
| – | – | 0.02% | 332 |
|
|
2014
Q3 | $73K | Sell |
1,750
-345
| -16% | -$14.4K | 0.02% | 353 |
|
|
2014
Q2 | $83K | Hold |
2,095
| – | – | 0.03% | 306 |
|
|
2014
Q1 | $87K | Sell |
2,095
-55
| -3% | -$2.28K | 0.04% | 280 |
|
|
2013
Q4 | $89K | Buy |
2,150
+1,750
| +438% | +$72.4K | 0.05% | 226 |
|
|
2013
Q3 | $16K | Sell |
400
-350
| -47% | -$14K | 0.01% | 516 |
|
|
2013
Q2 | $28K | Buy |
+750
| New | +$28K | 0.02% | 388 |
|