McKinley Carter Wealth Services’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 |
-4,584
| Closed | -$1.47M | – | 162 |
|
|
2017
Q3 | $1.47M | Sell |
4,584
-6,180
| -57% | -$1.98M | 0.56% | 46 |
|
|
2017
Q2 | $3.4M | Sell |
10,764
-864
| -7% | -$273K | 1.51% | 12 |
|
|
2017
Q1 | $2.89M | Buy |
11,628
+18
| +0.2% | +$4.47K | 1.34% | 16 |
|
|
2016
Q4 | $2.61M | Sell |
11,610
-51
| -0.4% | -$11.5K | 1.32% | 19 |
|
|
2016
Q3 | $2.62M | Sell |
11,661
-409
| -3% | -$91.7K | 1.35% | 16 |
|
|
2016
Q2 | $2.84M | Buy |
12,070
+387
| +3% | +$91K | 1.48% | 12 |
|
|
2016
Q1 | $2.37M | Sell |
11,683
-224
| -2% | -$45.4K | 1.31% | 20 |
|
|
2015
Q4 | $2.26M | Buy |
11,907
+339
| +3% | +$64.2K | 1.29% | 22 |
|
|
2015
Q3 | $2.16M | Buy |
11,568
+397
| +4% | +$74K | 1.34% | 18 |
|
|
2015
Q2 | $1.91M | Buy |
11,171
+178
| +2% | +$30.4K | 1.03% | 29 |
|
|
2015
Q1 | $1.84M | Buy |
10,993
+504
| +5% | +$84.4K | 1.19% | 27 |
|
|
2014
Q4 | $1.75M | Buy |
10,489
+758
| +8% | +$126K | 1.37% | 24 |
|
|
2014
Q3 | $1.39M | Buy |
9,731
+139
| +1% | +$19.8K | 1.32% | 24 |
|
|
2014
Q2 | $1.37M | Buy |
9,592
+485
| +5% | +$69.4K | 1.45% | 22 |
|
|
2014
Q1 | $1.35M | Buy |
9,107
+3,899
| +75% | +$577K | 1.47% | 23 |
|
|
2013
Q4 | $698K | Buy |
+5,208
| New | +$698K | 0.68% | 42 |
|