GWM
BCR
Graybill Wealth Management’s CR Bard Inc. BCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-12,142
| Closed | -$3.02M | – | 47 |
|
|
2017
Q1 | $3.02M | Sell |
12,142
-75
| -0.6% | -$18.6K | 2.39% | 21 |
|
|
2016
Q4 | $2.75M | Buy |
12,217
+265
| +2% | +$59.5K | 2.34% | 23 |
|
|
2016
Q3 | $2.68M | Sell |
11,952
-95
| -0.8% | -$21.3K | 2.49% | 22 |
|
|
2016
Q2 | $2.83M | Sell |
12,047
-325
| -3% | -$76.4K | 2.62% | 14 |
|
|
2016
Q1 | $2.51M | Buy |
12,372
+115
| +0.9% | +$23.3K | 2.26% | 25 |
|
|
2015
Q4 | $2.32M | Sell |
12,257
-420
| -3% | -$79.6K | 2.01% | 30 |
|
|
2015
Q3 | $2.36M | Sell |
12,677
-95
| -0.7% | -$17.7K | 1.94% | 31 |
|
|
2015
Q2 | $2.18M | Sell |
12,772
-360
| -3% | -$61.4K | 1.61% | 37 |
|
|
2015
Q1 | $2.2M | Sell |
13,132
-85
| -0.6% | -$14.2K | 1.65% | 36 |
|
|
2014
Q4 | $2.2M | Sell |
13,217
-5,260
| -28% | -$876K | 1.67% | 39 |
|
|
2014
Q3 | $2.64M | Sell |
18,477
-505
| -3% | -$72.1K | 2.02% | 28 |
|
|
2014
Q2 | $2.72M | Buy |
18,982
+235
| +1% | +$33.6K | 2.1% | 22 |
|
|
2014
Q1 | $2.77M | Sell |
18,747
-30
| -0.2% | -$4.44K | 2.28% | 16 |
|
|
2013
Q4 | $2.52M | Sell |
18,777
-237
| -1% | -$31.7K | 2.2% | 20 |
|
|
2013
Q3 | $2.19M | Sell |
19,014
-700
| -4% | -$80.6K | 1.87% | 27 |
|
|
2013
Q2 | $2.14M | Buy |
+19,714
| New | +$2.14M | 1.92% | 26 |
|