Howe & Rusling’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
Q2 | – | Sell |
-43
| Closed | -$11K | – | 1100 |
|
|
2017
Q1 | $11K | Hold |
43
| – | – | ﹤0.01% | 490 |
|
|
2016
Q4 | $10K | Hold |
43
| – | – | ﹤0.01% | 516 |
|
|
2016
Q3 | $10K | Buy |
+43
| New | +$10K | ﹤0.01% | 529 |
|
|
2014
Q2 | – | Sell |
-170
| Closed | -$25K | – | 995 |
|
|
2014
Q1 | $25K | Buy |
+170
| New | +$25K | 0.01% | 426 |
|
|
2013
Q4 | – | Sell |
-208
| Closed | -$24K | – | 939 |
|
|
2013
Q3 | $24K | Buy |
208
+45
| +28% | +$5.19K | 0.01% | 451 |
|
|
2013
Q2 | $18K | Buy |
+163
| New | +$18K | 0.01% | 513 |
|