AmeriServ Wealth Advisors’s CR Bard Inc. BCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,507
| Closed | -$562K | – | 75 |
|
|
2016
Q3 | $562K | Buy |
+2,507
| New | +$562K | 0.71% | 34 |
|
|
2015
Q4 | – | Sell |
-2,382
| Closed | -$444K | – | 61 |
|
|
2015
Q3 | $444K | Sell |
2,382
-579
| -20% | -$108K | 0.85% | 29 |
|
|
2015
Q2 | $506K | Hold |
2,961
| – | – | 0.59% | 35 |
|
|
2015
Q1 | $495K | Sell |
2,961
-75
| -2% | -$12.5K | 0.57% | 40 |
|
|
2014
Q4 | $505K | Hold |
3,036
| – | – | 0.49% | 53 |
|
|
2014
Q3 | $433K | Hold |
3,036
| – | – | 0.75% | 51 |
|
|
2014
Q2 | $434K | Hold |
3,036
| – | – | 0.47% | 57 |
|
|
2014
Q1 | $450K | Sell |
3,036
-200
| -6% | -$29.6K | 0.45% | 61 |
|
|
2013
Q4 | $433K | Sell |
3,236
-600
| -16% | -$80.3K | 0.26% | 109 |
|
|
2013
Q3 | $442K | Sell |
3,836
-35
| -0.9% | -$4.03K | 0.28% | 109 |
|
|
2013
Q2 | $420K | Buy |
+3,871
| New | +$420K | 0.27% | 103 |
|