Ascent Wealth Partners’s CR Bard Inc. BCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-828
| Closed | -$265K | – | 125 |
|
|
2017
Q3 | $265K | Sell |
828
-32
| -4% | -$10.2K | 0.11% | 109 |
|
|
2017
Q2 | $272K | Hold |
860
| – | – | 0.12% | 104 |
|
|
2017
Q1 | $214K | Buy |
+860
| New | +$214K | 0.1% | 113 |
|
|
2016
Q3 | – | Sell |
-860
| Closed | -$202K | – | 122 |
|
|
2016
Q2 | $202K | Buy |
+860
| New | +$202K | 0.1% | 114 |
|