Boston Family Office’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 |
-4,493
| Closed | -$1.44M | – | 267 |
|
|
2017
Q3 | $1.44M | Sell |
4,493
-7
| -0.2% | -$2.24K | 0.16% | 130 |
|
|
2017
Q2 | $1.42M | Hold |
4,500
| – | – | 0.17% | 130 |
|
|
2017
Q1 | $1.12M | Buy |
4,500
+200
| +5% | +$49.7K | 0.14% | 140 |
|
|
2016
Q4 | $966K | Hold |
4,300
| – | – | 0.13% | 151 |
|
|
2016
Q3 | $964K | Sell |
4,300
-625
| -13% | -$140K | 0.12% | 148 |
|
|
2016
Q2 | $1.16M | Hold |
4,925
| – | – | 0.15% | 138 |
|
|
2016
Q1 | $998K | Sell |
4,925
-75
| -2% | -$15.2K | 0.13% | 144 |
|
|
2015
Q4 | $947K | Hold |
5,000
| – | – | 0.13% | 143 |
|
|
2015
Q3 | $932K | Sell |
5,000
-460
| -8% | -$85.7K | 0.13% | 142 |
|
|
2015
Q2 | $932K | Buy |
5,460
+1,835
| +51% | +$313K | 0.12% | 152 |
|
|
2015
Q1 | $607K | Hold |
3,625
| – | – | 0.08% | 184 |
|
|
2014
Q4 | $604K | Buy |
3,625
+350
| +11% | +$58.3K | 0.08% | 184 |
|
|
2014
Q3 | $467K | Buy |
3,275
+150
| +5% | +$21.4K | 0.06% | 201 |
|
|
2014
Q2 | $447K | Hold |
3,125
| – | – | 0.06% | 210 |
|
|
2014
Q1 | $462K | Sell |
3,125
-50
| -2% | -$7.39K | 0.06% | 204 |
|
|
2013
Q4 | $425K | Hold |
3,175
| – | – | 0.06% | 201 |
|
|
2013
Q3 | $366K | Buy |
3,175
+200
| +7% | +$23.1K | 0.05% | 210 |
|
|
2013
Q2 | $323K | Buy |
+2,975
| New | +$323K | 0.05% | 213 |
|