Reilly 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 |
-150
| Closed | -$48K | – | 1077 |
|
|
2017
Q3 | $48K | Hold |
150
| – | – | 0.01% | 321 |
|
|
2017
Q2 | $47K | Hold |
150
| – | – | 0.01% | 318 |
|
|
2017
Q1 | $37K | Hold |
150
| – | – | 0.01% | 350 |
|
|
2016
Q4 | $34K | Hold |
150
| – | – | 0.01% | 343 |
|
|
2016
Q3 | $34K | Hold |
150
| – | – | 0.01% | 321 |
|
|
2016
Q2 | $35K | Hold |
150
| – | – | 0.01% | 304 |
|
|
2016
Q1 | $30K | Buy |
+150
| New | +$30K | 0.01% | 366 |
|
|
2015
Q4 | – | Sell |
-150
| Closed | -$28K | – | 1269 |
|
|
2015
Q3 | $28K | Hold |
150
| – | – | 0.01% | 517 |
|
|
2015
Q2 | $26K | Hold |
150
| – | – | ﹤0.01% | 605 |
|
|
2015
Q1 | $25K | Hold |
150
| – | – | ﹤0.01% | 607 |
|
|
2014
Q4 | $25K | Hold |
150
| – | – | 0.01% | 361 |
|
|
2014
Q3 | $21K | Hold |
150
| – | – | 0.01% | 393 |
|
|
2014
Q2 | $22K | Hold |
150
| – | – | 0.01% | 401 |
|
|
2014
Q1 | $22K | Hold |
150
| – | – | 0.01% | 419 |
|
|
2013
Q4 | $20K | Hold |
150
| – | – | ﹤0.01% | 413 |
|
|
2013
Q3 | $17K | Hold |
150
| – | – | ﹤0.01% | 379 |
|
|
2013
Q2 | $16K | Buy |
+150
| New | +$16K | ﹤0.01% | 392 |
|