Bragg Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-17,398
| Closed | -$5.58M | – | 261 |
|
|
2017
Q3 | $5.58M | Sell |
17,398
-1,472
| -8% | -$472K | 0.85% | 36 |
|
|
2017
Q2 | $5.97M | Sell |
18,870
-1,110
| -6% | -$351K | 0.94% | 29 |
|
|
2017
Q1 | $4.97M | Sell |
19,980
-501
| -2% | -$125K | 0.8% | 40 |
|
|
2016
Q4 | $4.6M | Sell |
20,481
-325
| -2% | -$73K | 0.76% | 44 |
|
|
2016
Q3 | $4.67M | Sell |
20,806
-208
| -1% | -$46.6K | 0.83% | 34 |
|
|
2016
Q2 | $4.94M | Sell |
21,014
-10
| -0% | -$2.35K | 0.89% | 31 |
|
|
2016
Q1 | $4.26M | Buy |
21,024
+305
| +1% | +$61.8K | 0.82% | 38 |
|
|
2015
Q4 | $3.93M | Buy |
20,719
+45
| +0.2% | +$8.53K | 0.84% | 45 |
|
|
2015
Q3 | $3.85M | Buy |
20,674
+858
| +4% | +$160K | 0.92% | 36 |
|
|
2015
Q2 | $3.38M | Buy |
19,816
+270
| +1% | +$46.1K | 0.77% | 46 |
|
|
2015
Q1 | $3.27M | Buy |
19,546
+920
| +5% | +$154K | 0.75% | 50 |
|
|
2014
Q4 | $3.1M | Buy |
18,626
+25
| +0.1% | +$4.17K | 0.75% | 48 |
|
|
2014
Q3 | $2.66M | Sell |
18,601
-610
| -3% | -$87.1K | 0.67% | 53 |
|
|
2014
Q2 | $2.75M | Sell |
19,211
-539
| -3% | -$77.1K | 0.66% | 53 |
|
|
2014
Q1 | $2.92M | Sell |
19,750
-635
| -3% | -$94K | 0.71% | 49 |
|
|
2013
Q4 | $2.73M | Sell |
20,385
-520
| -2% | -$69.6K | 0.66% | 52 |
|
|
2013
Q3 | $2.41M | Sell |
20,905
-30
| -0.1% | -$3.46K | 0.63% | 57 |
|
|
2013
Q2 | $2.28M | Buy |
+20,935
| New | +$2.28M | 0.62% | 56 |
|