Transform Wealth’s Henry Schein HSIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-16,669
Closed -$1.11M 75
2017
Q1
$1.11M Sell
16,669
-6,526
-28% -$435K 0.42% 83
2016
Q4
$1.38M Buy
23,195
+1,255
+6% +$74.7K 0.55% 53
2016
Q3
$1.4M Buy
21,940
+882
+4% +$56.4K 0.6% 50
2016
Q2
$1.46M Buy
+21,058
New +$1.46M 0.61% 51