Jacobi Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-100
| Closed | -$32K | – | 979 |
|
|
2017
Q3 | $32K | Hold |
100
| – | – | 0.01% | 430 |
|
|
2017
Q2 | $32K | Hold |
100
| – | – | 0.01% | 378 |
|
|
2017
Q1 | $25K | Sell |
100
-6
| -6% | -$1.5K | 0.01% | 330 |
|
|
2016
Q4 | $25K | Hold |
106
| – | – | 0.02% | 301 |
|
|
2016
Q3 | $23K | Buy |
106
+6
| +6% | +$1.3K | 0.01% | 354 |
|
|
2016
Q2 | $24K | Buy |
+100
| New | +$24K | 0.01% | 322 |
|