Joel Isaacson & Co’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
Q1 | – | Sell |
-128
| Closed | -$29K | – | 639 |
|
|
2016
Q4 | $29K | Sell |
128
-45
| -26% | -$10.2K | 0.01% | 394 |
|
|
2016
Q3 | $39K | Hold |
173
| – | – | 0.01% | 365 |
|
|
2016
Q2 | $41K | Hold |
173
| – | – | 0.01% | 356 |
|
|
2016
Q1 | $35K | Hold |
173
| – | – | 0.01% | 392 |
|
|
2015
Q4 | $33K | Sell |
173
-32
| -16% | -$6.1K | 0.01% | 391 |
|
|
2015
Q3 | $38K | Hold |
205
| – | – | 0.01% | 385 |
|
|
2015
Q2 | $35K | Hold |
205
| – | – | 0.01% | 415 |
|
|
2015
Q1 | $34K | Hold |
205
| – | – | 0.01% | 413 |
|
|
2014
Q4 | $34K | Hold |
205
| – | – | 0.01% | 370 |
|
|
2014
Q3 | $29K | Hold |
205
| – | – | 0.01% | 373 |
|
|
2014
Q2 | $29K | Hold |
205
| – | – | 0.01% | 364 |
|
|
2014
Q1 | $30K | Buy |
+205
| New | +$30K | 0.01% | 361 |
|