Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-32
| Closed | -$10K | – | 939 |
|
|
2017
Q3 | $10K | Hold |
32
| – | – | 0.01% | 549 |
|
|
2017
Q2 | $10K | Hold |
32
| – | – | 0.01% | 564 |
|
|
2017
Q1 | $8K | Sell |
32
-125
| -80% | -$31.3K | ﹤0.01% | 637 |
|
|
2016
Q4 | $35K | Hold |
157
| – | – | 0.02% | 391 |
|
|
2016
Q3 | $35K | Hold |
157
| – | – | 0.02% | 387 |
|
|
2016
Q2 | $37K | Hold |
157
| – | – | 0.03% | 337 |
|
|
2016
Q1 | $32K | Buy |
157
+125
| +391% | +$25.5K | 0.02% | 327 |
|
|
2015
Q4 | $6K | Hold |
32
| – | – | ﹤0.01% | 706 |
|
|
2015
Q3 | $6K | Hold |
32
| – | – | ﹤0.01% | 572 |
|
|
2015
Q2 | $5K | Sell |
32
-5
| -14% | -$781 | ﹤0.01% | 634 |
|
|
2015
Q1 | $6K | Hold |
37
| – | – | ﹤0.01% | 599 |
|
|
2014
Q4 | $6K | Hold |
37
| – | – | ﹤0.01% | 646 |
|
|
2014
Q3 | $5K | Hold |
37
| – | – | ﹤0.01% | 693 |
|
|
2014
Q2 | $5K | Buy |
37
+32
| +640% | +$4.32K | ﹤0.01% | 686 |
|
|
2014
Q1 | $1K | Sell |
5
-201
| -98% | -$40.2K | ﹤0.01% | 608 |
|
|
2013
Q4 | $28K | Buy |
206
+201
| +4,020% | +$27.3K | 0.02% | 310 |
|
|
2013
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 627 |
|