Endurance 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
Q3 | – | Sell |
-500
| Closed | -$158K | – | 536 |
|
2017
Q2 | $158K | Hold |
500
| – | – | 0.03% | 189 |
|
2017
Q1 | $124K | Hold |
500
| – | – | 0.02% | 201 |
|
2016
Q4 | $112K | Hold |
500
| – | – | 0.02% | 208 |
|
2016
Q3 | $114K | Hold |
500
| – | – | 0.02% | 207 |
|
2016
Q2 | $118K | Hold |
500
| – | – | 0.02% | 200 |
|
2016
Q1 | $101 | Hold |
500
| – | – | 0.01% | 212 |
|
2015
Q4 | $95K | Hold |
500
| – | – | 0.02% | 218 |
|
2015
Q3 | $95K | Hold |
500
| – | – | 0.02% | 220 |
|
2015
Q2 | $85K | Buy |
+500
| New | +$85K | 0.01% | 229 |
|