Creative Planning’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 |
-8,212
| Closed | -$2.63M | – | 2036 |
|
|
2017
Q3 | $2.63M | Buy |
8,212
+2,881
| +54% | +$923K | 0.01% | 385 |
|
|
2017
Q2 | $1.69M | Buy |
5,331
+1,033
| +24% | +$327K | 0.01% | 487 |
|
|
2017
Q1 | $1.07M | Buy |
4,298
+29
| +0.7% | +$7.21K | 0.01% | 641 |
|
|
2016
Q4 | $959K | Buy |
4,269
+822
| +24% | +$185K | 0.01% | 640 |
|
|
2016
Q3 | $773K | Buy |
3,447
+109
| +3% | +$24.4K | ﹤0.01% | 694 |
|
|
2016
Q2 | $785K | Buy |
3,338
+63
| +2% | +$14.8K | 0.01% | 592 |
|
|
2016
Q1 | $664K | Buy |
3,275
+20
| +0.6% | +$4.06K | 0.01% | 640 |
|
|
2015
Q4 | $617K | Sell |
3,255
-115
| -3% | -$21.8K | 0.01% | 666 |
|
|
2015
Q3 | $628K | Buy |
+3,370
| New | +$628K | 0.01% | 650 |
|
|
2015
Q2 | – | Sell |
-3,926
| Closed | -$657K | – | 4054 |
|
|
2015
Q1 | $657K | Buy |
3,926
+4
| +0.1% | +$669 | 0.01% | 615 |
|
|
2014
Q4 | $653K | Buy |
3,922
+601
| +18% | +$100K | 0.01% | 590 |
|
|
2014
Q3 | $474K | Sell |
3,321
-33
| -1% | -$4.71K | 0.01% | 678 |
|
|
2014
Q2 | $480K | Buy |
3,354
+33
| +1% | +$4.72K | 0.01% | 657 |
|
|
2014
Q1 | $491K | Sell |
3,321
-176
| -5% | -$26K | 0.01% | 625 |
|
|
2013
Q4 | $468K | Hold |
3,497
| – | – | 0.01% | 535 |
|
|
2013
Q3 | $403K | Hold |
3,497
| – | – | 0.01% | 506 |
|
|
2013
Q2 | $380K | Buy |
+3,497
| New | +$380K | 0.01% | 479 |
|