Everett Harris & Co’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 |
-1,800
| Closed | -$577K | – | 248 |
|
|
2017
Q3 | $577K | Hold |
1,800
| – | – | 0.02% | 158 |
|
|
2017
Q2 | $569K | Hold |
1,800
| – | – | 0.02% | 159 |
|
|
2017
Q1 | $447K | Hold |
1,800
| – | – | 0.01% | 172 |
|
|
2016
Q4 | $404K | Hold |
1,800
| – | – | 0.01% | 176 |
|
|
2016
Q3 | $404K | Hold |
1,800
| – | – | 0.01% | 176 |
|
|
2016
Q2 | $423K | Hold |
1,800
| – | – | 0.02% | 177 |
|
|
2016
Q1 | $365K | Hold |
1,800
| – | – | 0.01% | 191 |
|
|
2015
Q4 | $341K | Hold |
1,800
| – | – | 0.01% | 191 |
|
|
2015
Q3 | $335K | Sell |
1,800
-100
| -5% | -$18.6K | 0.01% | 192 |
|
|
2015
Q2 | $324K | Hold |
1,900
| – | – | 0.01% | 198 |
|
|
2015
Q1 | $318K | Hold |
1,900
| – | – | 0.01% | 191 |
|
|
2014
Q4 | $317K | Hold |
1,900
| – | – | 0.01% | 189 |
|
|
2014
Q3 | $271K | Hold |
1,900
| – | – | 0.01% | 205 |
|
|
2014
Q2 | $272K | Sell |
1,900
-100
| -5% | -$14.3K | 0.01% | 202 |
|
|
2014
Q1 | $296K | Hold |
2,000
| – | – | 0.01% | 195 |
|
|
2013
Q4 | $268K | Hold |
2,000
| – | – | 0.01% | 192 |
|
|
2013
Q3 | $230K | Hold |
2,000
| – | – | 0.01% | 189 |
|
|
2013
Q2 | $217K | Buy |
+2,000
| New | +$217K | 0.01% | 203 |
|