Disciplined Investments’s Balchem Corporation BCPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5
| Closed | -$674 | – | 1626 |
|
|
2023
Q2 | $674 | Buy |
5
+1
| +25% | +$135 | ﹤0.01% | 1121 |
|
|
2023
Q1 | $506 | Sell |
4
-2
| -33% | -$253 | ﹤0.01% | 1227 |
|
|
2022
Q4 | $733 | Hold |
6
| – | – | ﹤0.01% | 1027 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1156 |
|
|
2022
Q2 | $1K | Buy |
6
+1
| +20% | +$167 | ﹤0.01% | 1184 |
|
|
2022
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1262 |
|