Valeo Financial Advisors’s Henry Schein HSIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-90
| Closed | -$6K | – | 1011 |
|
|
2021
Q1 | $6K | Buy |
+90
| New | +$6K | ﹤0.01% | 1421 |
|
|
2020
Q3 | – | Sell |
-576
| Closed | -$34K | – | 1760 |
|
|
2020
Q2 | $34K | Sell |
576
-476
| -45% | -$28.1K | ﹤0.01% | 822 |
|
|
2020
Q1 | $55K | Buy |
1,052
+1,017
| +2,906% | +$53.2K | 0.01% | 556 |
|
|
2019
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 1440 |
|
|
2019
Q3 | $2K | Sell |
35
-10
| -22% | -$571 | ﹤0.01% | 1367 |
|
|
2019
Q2 | $3K | Sell |
45
-5
| -10% | -$333 | ﹤0.01% | 1325 |
|
|
2019
Q1 | $3K | Buy |
50
+31
| +163% | +$1.86K | ﹤0.01% | 1281 |
|
|
2018
Q4 | $1K | Sell |
19
-56
| -75% | -$2.95K | ﹤0.01% | 1372 |
|
|
2018
Q3 | $5K | Buy |
75
+62
| +477% | +$4.13K | ﹤0.01% | 1182 |
|
|
2018
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1460 |
|
|
2018
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 1429 |
|
|
2017
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 1279 |
|
|
2017
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1089 |
|