Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11
| Closed | -$4K | – | 576 |
|
|
2017
Q4 | $4K | Buy |
+11
| New | +$4K | ﹤0.01% | 263 |
|
|
2014
Q4 | – | Sell |
-57
| Closed | -$8K | – | 357 |
|
|
2014
Q3 | $8K | Hold |
57
| – | – | ﹤0.01% | 195 |
|
|
2014
Q2 | $8K | Hold |
57
| – | – | ﹤0.01% | 151 |
|
|
2014
Q1 | $9K | Sell |
57
-22
| -28% | -$3.47K | 0.01% | 138 |
|
|
2013
Q4 | $11K | Buy |
79
+22
| +39% | +$3.06K | 0.01% | 166 |
|
|
2013
Q3 | $7K | Hold |
57
| – | – | 0.01% | 135 |
|
|
2013
Q2 | $6K | Buy |
+57
| New | +$6K | 0.01% | 175 |
|