Valeo Financial Advisors’s Patterson Companies, Inc. PDCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,392
| Closed | -$187K | – | 2119 |
|
|
2020
Q2 | $187K | Buy |
8,392
+341
| +4% | +$7.6K | 0.02% | 331 |
|
|
2020
Q1 | $120K | Hold |
8,051
| – | – | 0.01% | 378 |
|
|
2019
Q4 | $165K | Hold |
8,051
| – | – | 0.02% | 354 |
|
|
2019
Q3 | $143K | Hold |
8,051
| – | – | 0.02% | 359 |
|
|
2019
Q2 | $184K | Buy |
8,051
+7,926
| +6,341% | +$181K | 0.02% | 304 |
|
|
2019
Q1 | $3K | Hold |
125
| – | – | ﹤0.01% | 1304 |
|
|
2018
Q4 | $2K | Hold |
125
| – | – | ﹤0.01% | 1325 |
|
|
2018
Q3 | $3K | Buy |
+125
| New | +$3K | ﹤0.01% | 1380 |
|
|
2018
Q2 | – | Sell |
-2,196
| Closed | -$49K | – | 1773 |
|
|
2018
Q1 | $49K | Buy |
2,196
+15
| +0.7% | +$335 | 0.01% | 493 |
|
|
2017
Q4 | $79K | Buy |
2,181
+15
| +0.7% | +$543 | 0.01% | 385 |
|
|
2017
Q3 | $84K | Buy |
+2,166
| New | +$84K | 0.02% | 319 |
|