EWM
BCR
Evercore Wealth Management’s CR Bard Inc. BCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-900
| Closed | -$288K | – | 949 |
|
|
2017
Q3 | $288K | Hold |
900
| – | – | 0.01% | 320 |
|
|
2017
Q2 | $284K | Sell |
900
-200
| -18% | -$63.1K | 0.01% | 324 |
|
|
2017
Q1 | $273K | Hold |
1,100
| – | – | 0.01% | 329 |
|
|
2016
Q4 | $247K | Sell |
1,100
-216
| -16% | -$48.5K | 0.01% | 333 |
|
|
2016
Q3 | $295K | Buy |
1,316
+62
| +5% | +$13.9K | 0.01% | 311 |
|
|
2016
Q2 | $295K | Hold |
1,254
| – | – | 0.01% | 302 |
|
|
2016
Q1 | $254K | Hold |
1,254
| – | – | 0.01% | 316 |
|
|
2015
Q4 | $238K | Buy |
1,254
+154
| +14% | +$29.2K | 0.01% | 344 |
|
|
2015
Q3 | $205K | Hold |
1,100
| – | – | 0.01% | 374 |
|
|
2015
Q2 | $187K | Hold |
1,100
| – | – | 0.01% | 431 |
|
|
2015
Q1 | $184K | Hold |
1,100
| – | – | 0.01% | 434 |
|
|
2014
Q4 | $183K | Hold |
1,100
| – | – | 0.01% | 374 |
|
|
2014
Q3 | $157K | Hold |
1,100
| – | – | 0.01% | 440 |
|
|
2014
Q2 | $158K | Buy |
1,100
+400
| +57% | +$57.5K | 0.01% | 431 |
|
|
2014
Q1 | $104K | Buy |
700
+200
| +40% | +$29.7K | 0.01% | 480 |
|
|
2013
Q4 | $67K | Hold |
500
| – | – | ﹤0.01% | 520 |
|
|
2013
Q3 | $58K | Hold |
500
| – | – | ﹤0.01% | 559 |
|
|
2013
Q2 | $54K | Buy |
+500
| New | +$54K | ﹤0.01% | 561 |
|