Integrated Wealth Management’s CR Bard Inc. BCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-45
| Closed | -$10K | – | 1275 |
|
|
2016
Q3 | $10K | Hold |
45
| – | – | ﹤0.01% | 774 |
|
|
2016
Q2 | $11K | Hold |
45
| – | – | ﹤0.01% | 749 |
|
|
2016
Q1 | $9K | Hold |
45
| – | – | ﹤0.01% | 735 |
|
|
2015
Q4 | $9K | Hold |
45
| – | – | ﹤0.01% | 810 |
|
|
2015
Q3 | $8K | Hold |
45
| – | – | ﹤0.01% | 840 |
|
|
2015
Q2 | $8K | Hold |
45
| – | – | ﹤0.01% | 860 |
|
|
2015
Q1 | $7K | Buy |
+45
| New | +$7K | ﹤0.01% | 874 |
|