LWCFA
BCR
Loring Wolcott & Coolidge Fiduciary 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 |
-1,375
| Closed | -$441K | – | 942 |
|
|
2017
Q3 | $441K | Hold |
1,375
| – | – | 0.01% | 205 |
|
|
2017
Q2 | $441K | Buy |
1,375
+100
| +8% | +$32.1K | 0.01% | 201 |
|
|
2017
Q1 | $317K | Hold |
1,275
| – | – | 0.01% | 223 |
|
|
2016
Q4 | $286K | Hold |
1,275
| – | – | 0.01% | 236 |
|
|
2016
Q3 | $286K | Hold |
1,275
| – | – | 0.01% | 230 |
|
|
2016
Q2 | $300K | Hold |
1,275
| – | – | 0.01% | 226 |
|
|
2016
Q1 | $258K | Buy |
1,275
+125
| +11% | +$25.3K | 0.01% | 223 |
|
|
2015
Q4 | $218K | Hold |
1,150
| – | – | 0.01% | 260 |
|
|
2015
Q3 | $196K | Hold |
1,150
| – | – | 0.01% | 277 |
|
|
2015
Q2 | $196K | Sell |
1,150
-150
| -12% | -$25.6K | 0.01% | 277 |
|
|
2015
Q1 | $218K | Sell |
1,300
-60
| -4% | -$10.1K | 0.01% | 274 |
|
|
2014
Q4 | $227K | Sell |
1,360
-120
| -8% | -$20K | 0.01% | 262 |
|
|
2014
Q3 | $211K | Hold |
1,480
| – | – | 0.01% | 261 |
|
|
2014
Q2 | $212K | Hold |
1,480
| – | – | 0.01% | 268 |
|
|
2014
Q1 | $219K | Hold |
1,480
| – | – | 0.01% | 258 |
|
|
2013
Q4 | $198K | Hold |
1,480
| – | – | 0.01% | 258 |
|
|
2013
Q3 | $170K | Hold |
1,480
| – | – | 0.01% | 257 |
|
|
2013
Q2 | $161K | Buy |
+1,480
| New | +$161K | 0.01% | 274 |
|