SWP
PDCO
Strategic Wealth Partners’s Patterson Companies, Inc. PDCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,516
| Closed | -$223K | – | 305 |
|
|
2023
Q3 | $223K | Sell |
7,516
-2,997
| -29% | -$88.8K | 0.03% | 267 |
|
|
2023
Q2 | $350K | Sell |
10,513
-608
| -5% | -$20.2K | 0.05% | 232 |
|
|
2023
Q1 | $298K | Buy |
11,121
+3,312
| +42% | +$88.7K | 0.05% | 215 |
|
|
2022
Q4 | $219K | Buy |
+7,809
| New | +$219K | 0.04% | 241 |
|
|
2022
Q3 | – | Sell |
-6,843
| Closed | -$207K | – | 285 |
|
|
2022
Q2 | $207K | Sell |
6,843
-439
| -6% | -$13.3K | 0.04% | 230 |
|
|
2022
Q1 | $236K | Sell |
7,282
-1,755
| -19% | -$56.9K | 0.05% | 233 |
|
|
2021
Q4 | $265K | Buy |
+9,037
| New | +$265K | 0.05% | 242 |
|