J.P. Morgan Private Wealth Advisors’s CR Bard Inc. BCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-7,310
| Closed | -$2.34M | – | 1347 |
|
|
2017
Q3 | $2.34M | Sell |
7,310
-152
| -2% | -$48.7K | 0.02% | 435 |
|
|
2017
Q2 | $2.36M | Sell |
7,462
-11
| -0.1% | -$3.48K | 0.02% | 425 |
|
|
2017
Q1 | $1.86M | Buy |
7,473
+407
| +6% | +$101K | 0.01% | 479 |
|
|
2016
Q4 | $1.59M | Sell |
7,066
-773
| -10% | -$174K | 0.01% | 482 |
|
|
2016
Q3 | $1.76M | Sell |
7,839
-1,282
| -14% | -$288K | 0.02% | 463 |
|
|
2016
Q2 | $2.15M | Sell |
9,121
-3,726
| -29% | -$876K | 0.02% | 427 |
|
|
2016
Q1 | $2.6M | Buy |
12,847
+3,359
| +35% | +$681K | 0.02% | 346 |
|
|
2015
Q4 | $1.8M | Sell |
9,488
-13
| -0.1% | -$2.46K | 0.02% | 396 |
|
|
2015
Q3 | $1.77M | Sell |
9,501
-469
| -5% | -$87.4K | 0.02% | 359 |
|
|
2015
Q2 | $1.7M | Sell |
9,970
-489
| -5% | -$83.5K | 0.02% | 398 |
|
|
2015
Q1 | $1.75M | Buy |
10,459
+1,530
| +17% | +$256K | 0.02% | 404 |
|
|
2014
Q4 | $1.49M | Sell |
8,929
-4,355
| -33% | -$725K | 0.02% | 437 |
|
|
2014
Q3 | $1.9M | Buy |
+13,284
| New | +$1.9M | 0.02% | 382 |
|
|
2013
Q3 | – | Sell |
-2,138
| Closed | -$232K | – | 679 |
|
|
2013
Q2 | $232K | Buy |
+2,138
| New | +$232K | 0.01% | 542 |
|