Cerity Partners’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 | $221K | Buy |
+1,389
| New | +$221K | ﹤0.01% | 2299 |
|
2024
Q4 | – | Sell |
-2,076
| Closed | -$365K | – | 2633 |
|
2024
Q3 | $365K | Buy |
2,076
+694
| +50% | +$122K | ﹤0.01% | 1943 |
|
2024
Q2 | $213K | Sell |
1,382
-610
| -31% | -$93.9K | ﹤0.01% | 2001 |
|
2024
Q1 | $309K | Buy |
+1,992
| New | +$309K | ﹤0.01% | 1851 |
|