Cornerstone Wealth Management’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 |
-1,698
| Closed | -$547K | – | 427 |
|
|
2017
Q3 | $547K | Buy |
1,698
+3
| +0.2% | +$966 | 0.11% | 186 |
|
|
2017
Q2 | $538K | Sell |
1,695
-138
| -8% | -$43.8K | 0.12% | 166 |
|
|
2017
Q1 | $457K | Buy |
+1,833
| New | +$457K | 0.11% | 183 |
|
|
2016
Q4 | – | Sell |
-1,393
| Closed | -$308K | – | 311 |
|
|
2016
Q3 | $308K | Buy |
+1,393
| New | +$308K | 0.11% | 187 |
|