Focused Wealth Management’s Balchem Corporation BCPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-637
| Closed | -$94.8K | – | 972 |
|
|
2023
Q4 | $94.8K | Hold |
637
| – | – | 0.02% | 204 |
|
|
2023
Q3 | $79K | Hold |
637
| – | – | 0.01% | 231 |
|
|
2023
Q2 | $85.9K | Hold |
637
| – | – | 0.02% | 225 |
|
|
2023
Q1 | $80.6K | Hold |
637
| – | – | 0.02% | 228 |
|
|
2022
Q4 | $77.8K | Buy |
637
+621
| +3,881% | +$75.8K | 0.02% | 241 |
|
|
2022
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 760 |
|
|
2022
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 733 |
|