Carroll Financial Associates’s CR Bard Inc. BCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-113
| Closed | -$37K | – | 1408 |
|
|
2017
Q4 | $37K | Hold |
113
| – | – | ﹤0.01% | 542 |
|
|
2017
Q3 | $36K | Buy |
113
+5
| +5% | +$1.6K | ﹤0.01% | 550 |
|
|
2017
Q2 | $34K | Sell |
108
-29
| -21% | -$8.61K | ﹤0.01% | 568 |
|
|
2017
Q1 | $34K | Hold |
137
| – | – | ﹤0.01% | 551 |
|
|
2016
Q4 | $30K | Hold |
137
| – | – | ﹤0.01% | 561 |
|
|
2016
Q3 | $30K | Hold |
137
| – | – | ﹤0.01% | 565 |
|
|
2016
Q2 | $32K | Buy |
137
+100
| +270% | +$21.7K | 0.01% | 524 |
|
|
2016
Q1 | $7K | Buy |
37
+2
| +6% | +$377 | ﹤0.01% | 850 |
|
|
2015
Q4 | $6K | Hold |
35
| – | – | ﹤0.01% | 846 |
|
|
2015
Q3 | $6K | Buy |
35
+1
| +3% | +$189 | ﹤0.01% | 830 |
|
|
2015
Q2 | $6K | Buy |
+34
| New | +$5.81K | ﹤0.01% | 838 |
|