Independent Portfolio Consultants’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 |
-65
| Closed | -$16K | – | 872 |
|
|
2017
Q1 | $16K | Hold |
65
| – | – | 0.01% | 688 |
|
|
2016
Q4 | $15K | Hold |
65
| – | – | ﹤0.01% | 664 |
|
|
2016
Q3 | $15K | Hold |
65
| – | – | ﹤0.01% | 645 |
|
|
2016
Q2 | $15K | Sell |
65
-5
| -7% | -$1.15K | ﹤0.01% | 671 |
|
|
2016
Q1 | $14K | Hold |
70
| – | – | ﹤0.01% | 694 |
|
|
2015
Q4 | $13K | Hold |
70
| – | – | ﹤0.01% | 687 |
|
|
2015
Q3 | $13K | Hold |
70
| – | – | ﹤0.01% | 706 |
|
|
2015
Q2 | $12K | Sell |
70
-17
| -20% | -$2.91K | ﹤0.01% | 761 |
|
|
2015
Q1 | $15K | Buy |
87
+12
| +16% | +$2.07K | ﹤0.01% | 705 |
|
|
2014
Q4 | $12K | Buy |
+75
| New | +$12K | ﹤0.01% | 706 |
|
|
2014
Q3 | – | Sell |
-136
| Closed | -$19K | – | 1021 |
|
|
2014
Q2 | $19K | Buy |
+136
| New | +$19K | 0.01% | 782 |
|