RWA
Ropes Wealth Advisors’s Henry Schein HSIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-750
| Closed | -$50K | – | 479 |
|
|
2020
Q4 | $50K | Hold |
750
| – | – | 0.01% | 384 |
|
|
2020
Q3 | $44K | Hold |
750
| – | – | 0.01% | 350 |
|
|
2020
Q2 | $44K | Buy |
+750
| New | +$44K | 0.01% | 317 |
|
|
2018
Q1 | – | Sell |
-54
| Closed | -$4K | – | 667 |
|
|
2017
Q4 | $4K | Hold |
54
| – | – | ﹤0.01% | 643 |
|
|
2017
Q3 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 616 |
|
|
2016
Q3 | – | Sell |
-19
| Closed | -$3K | – | 474 |
|
|
2016
Q2 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 438 |
|