One Wealth Advisors’s Balchem Corporation BCPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-464
| Closed | -$56.7K | – | 620 |
|
|
2022
Q4 | $56.7K | Buy |
+464
| New | +$56.7K | 0.01% | 393 |
|
|
2019
Q2 | – | Sell |
-616
| Closed | -$57K | – | 508 |
|
|
2019
Q1 | $57K | Buy |
+616
| New | +$57K | 0.05% | 226 |
|
|
2018
Q4 | – | Sell |
-632
| Closed | -$71K | – | 492 |
|
|
2018
Q3 | $71K | Sell |
632
-32
| -5% | -$3.6K | 0.05% | 234 |
|
|
2018
Q2 | $65K | Hold |
664
| – | – | 0.05% | 243 |
|
|
2018
Q1 | $54K | Sell |
664
-5
| -0.7% | -$407 | 0.05% | 242 |
|
|
2017
Q4 | $54K | Buy |
+669
| New | +$54K | 0.04% | 269 |
|