JFS Wealth Advisors’s CR Bard Inc. BCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-64
| Closed | -$11K | – | 622 |
|
|
2015
Q2 | $11K | Hold |
64
| – | – | 0.01% | 360 |
|
|
2015
Q1 | $11K | Hold |
64
| – | – | 0.01% | 356 |
|
|
2014
Q4 | $11K | Hold |
64
| – | – | ﹤0.01% | 367 |
|
|
2014
Q3 | $9K | Hold |
64
| – | – | ﹤0.01% | 350 |
|
|
2014
Q2 | $9K | Buy |
+64
| New | +$9K | ﹤0.01% | 343 |
|