IFP Advisors’s CR Bard Inc. BCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5800 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5610 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5425 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5171 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4958 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4705 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4549 |
|
|
2018
Q2 | – | Sell |
-1,194
| Closed | -$396K | – | 4259 |
|
|
2018
Q1 | $396K | Hold |
1,194
| – | – | 0.02% | 709 |
|
|
2017
Q4 | $396K | Sell |
1,194
-126
| -10% | -$41.8K | 0.02% | 706 |
|
|
2017
Q3 | $423K | Sell |
1,320
-4
| -0.3% | -$1.28K | 0.02% | 756 |
|
|
2017
Q2 | $419K | Sell |
1,324
-95
| -7% | -$30.1K | 0.02% | 744 |
|
|
2017
Q1 | $353K | Sell |
1,419
-22
| -2% | -$5.47K | 0.02% | 840 |
|
|
2016
Q4 | $324K | Sell |
1,441
-468
| -25% | -$105K | 0.02% | 818 |
|
|
2016
Q3 | $428K | Buy |
1,909
+151
| +9% | +$33.9K | 0.02% | 622 |
|
|
2016
Q2 | $413K | Buy |
+1,758
| New | +$413K | 0.02% | 616 |
|
|
2016
Q1 | – | Sell |
-622
| Closed | -$118K | – | 4492 |
|
|
2015
Q4 | $118K | Buy |
+622
| New | +$118K | 0.01% | 1082 |
|