Isthmus Partners’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
Q3 | – | Sell |
-150
| Closed | -$47K | – | 326 |
|
|
2017
Q2 | $47K | Hold |
150
| – | – | 0.01% | 181 |
|
|
2017
Q1 | $37K | Hold |
150
| – | – | 0.01% | 192 |
|
|
2016
Q4 | $34K | Hold |
150
| – | – | 0.01% | 198 |
|
|
2016
Q3 | $33K | Hold |
150
| – | – | 0.01% | 188 |
|
|
2016
Q2 | $35K | Sell |
150
-8
| -5% | -$1.87K | 0.01% | 182 |
|
|
2016
Q1 | $32K | Sell |
158
-84
| -35% | -$17K | 0.01% | 184 |
|
|
2015
Q4 | $46K | Sell |
242
-66
| -21% | -$12.5K | 0.02% | 181 |
|
|
2015
Q3 | $57K | Hold |
308
| – | – | 0.02% | 174 |
|
|
2015
Q2 | $53K | Hold |
308
| – | – | 0.02% | 177 |
|
|
2015
Q1 | $52K | Hold |
308
| – | – | 0.02% | 176 |
|
|
2014
Q4 | $51K | Buy |
+308
| New | +$51K | 0.02% | 180 |
|