Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-111
| Closed | -$11K | – | 2627 |
|
|
2019
Q4 | $11K | Buy |
111
+60
| +118% | +$5.95K | ﹤0.01% | 1944 |
|
|
2019
Q3 | $5K | Hold |
51
| – | – | ﹤0.01% | 2124 |
|
|
2019
Q2 | $5K | Hold |
51
| – | – | ﹤0.01% | 2138 |
|
|
2019
Q1 | $4K | Hold |
51
| – | – | ﹤0.01% | 2121 |
|
|
2018
Q4 | $4K | Hold |
51
| – | – | ﹤0.01% | 2081 |
|
|
2018
Q3 | $5K | Hold |
51
| – | – | ﹤0.01% | 2080 |
|
|
2018
Q2 | $5K | Hold |
51
| – | – | ﹤0.01% | 1938 |
|
|
2018
Q1 | $4K | Hold |
51
| – | – | ﹤0.01% | 1921 |
|
|
2017
Q4 | $4K | Hold |
51
| – | – | ﹤0.01% | 1900 |
|
|
2017
Q3 | $4K | Hold |
51
| – | – | ﹤0.01% | 1851 |
|
|
2017
Q2 | $3K | Hold |
51
| – | – | ﹤0.01% | 1878 |
|
|
2017
Q1 | $4K | Sell |
51
-26
| -34% | -$2.04K | ﹤0.01% | 1766 |
|
|
2016
Q4 | $6K | Hold |
77
| – | – | ﹤0.01% | 1605 |
|
|
2016
Q3 | $5K | Buy |
77
+51
| +196% | +$3.31K | ﹤0.01% | 1599 |
|
|
2016
Q2 | $1K | Sell |
26
-575
| -96% | -$22.1K | ﹤0.01% | 1781 |
|
|
2016
Q1 | $37K | Buy |
+601
| New | +$37K | 0.01% | 897 |
|