Investment House LLC’s CR Bard Inc. BCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-8,387
| Closed | -$2.78M | – | 202 |
|
|
2017
Q4 | $2.78M | Sell |
8,387
-743
| -8% | -$246K | 0.34% | 76 |
|
|
2017
Q3 | $2.93M | Sell |
9,130
-300
| -3% | -$96.1K | 0.38% | 73 |
|
|
2017
Q2 | $2.98M | Sell |
9,430
-3,530
| -27% | -$1.12M | 0.4% | 70 |
|
|
2017
Q1 | $3.22M | Sell |
12,960
-200
| -2% | -$49.7K | 0.45% | 70 |
|
|
2016
Q4 | $2.96M | Hold |
13,160
| – | – | 0.45% | 70 |
|
|
2016
Q3 | $2.95M | Hold |
13,160
| – | – | 0.44% | 72 |
|
|
2016
Q2 | $3.1M | Sell |
13,160
-50
| -0.4% | -$11.8K | 0.5% | 69 |
|
|
2016
Q1 | $2.68M | Sell |
13,210
-50
| -0.4% | -$10.1K | 0.43% | 75 |
|
|
2015
Q4 | $2.51M | Hold |
13,260
| – | – | 0.41% | 75 |
|
|
2015
Q3 | $2.47M | Sell |
13,260
-50
| -0.4% | -$9.31K | 0.43% | 74 |
|
|
2015
Q2 | $2.27M | Hold |
13,310
| – | – | 0.37% | 84 |
|
|
2015
Q1 | $2.23M | Hold |
13,310
| – | – | 0.36% | 82 |
|
|
2014
Q4 | $2.22M | Sell |
13,310
-50
| -0.4% | -$8.33K | 0.36% | 81 |
|
|
2014
Q3 | $1.91M | Hold |
13,360
| – | – | 0.32% | 83 |
|
|
2014
Q2 | $1.91M | Sell |
13,360
-325
| -2% | -$46.5K | 0.33% | 82 |
|
|
2014
Q1 | $2.03M | Sell |
13,685
-125
| -0.9% | -$18.5K | 0.36% | 79 |
|
|
2013
Q4 | $1.85M | Sell |
13,810
-350
| -2% | -$46.9K | 0.33% | 78 |
|
|
2013
Q3 | $1.63M | Hold |
14,160
| – | – | 0.33% | 78 |
|
|
2013
Q2 | $1.54M | Buy |
+14,160
| New | +$1.54M | 0.33% | 79 |
|