Shepherd Financial Partners’s Henry Schein HSIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,093
| Closed | -$273K | – | 125 |
|
|
2019
Q4 | $273K | Buy |
4,093
+1
| +0% | +$67 | 0.06% | 114 |
|
|
2019
Q3 | $260K | Hold |
4,092
| – | – | 0.07% | 114 |
|
|
2019
Q2 | $286K | Hold |
4,092
| – | – | 0.05% | 116 |
|
|
2019
Q1 | $246K | Sell |
4,092
-495
| -11% | -$29.8K | 0.05% | 117 |
|
|
2018
Q4 | $283K | Buy |
+4,587
| New | +$283K | 0.06% | 107 |
|