Cape Investment Advisory’s Balchem Corporation BCPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-34
| Closed | -$5.64K | – | 1271 |
|
|
2025
Q1 | $5.64K | Hold |
34
| – | – | ﹤0.01% | 720 |
|
|
2024
Q4 | $5.54K | Hold |
34
| – | – | ﹤0.01% | 714 |
|
|
2024
Q3 | $5.98K | Hold |
34
| – | – | ﹤0.01% | 667 |
|
|
2024
Q2 | $5.23K | Buy |
34
+26
| +325% | +$4K | ﹤0.01% | 654 |
|
|
2024
Q1 | $1.24K | Buy |
+8
| New | +$1.24K | ﹤0.01% | 825 |
|