Omnia Family Wealth’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 |
-16
| Closed | -$5K | – | 652 |
|
2017
Q4 | $5K | Sell |
16
-9
| -36% | -$2.81K | ﹤0.01% | 341 |
|
2017
Q3 | $8K | Hold |
25
| – | – | ﹤0.01% | 305 |
|
2017
Q2 | $8K | Sell |
25
-64
| -72% | -$20.5K | ﹤0.01% | 331 |
|
2017
Q1 | $22K | Sell |
89
-42
| -32% | -$10.4K | 0.01% | 207 |
|
2016
Q4 | $29K | Buy |
+131
| New | +$29K | 0.01% | 193 |
|