Rockefeller Financial 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 |
-1,080
| Closed | -$346K | – | 556 |
|
|
2017
Q3 | $346K | Hold |
1,080
| – | – | 0.01% | 292 |
|
|
2017
Q2 | $341K | Hold |
1,080
| – | – | 0.01% | 255 |
|
|
2017
Q1 | $268K | Sell |
1,080
-420
| -28% | -$104K | 0.01% | 283 |
|
|
2016
Q4 | $337K | Hold |
1,500
| – | – | 0.01% | 278 |
|
|
2016
Q3 | $336K | Hold |
1,500
| – | – | 0.01% | 274 |
|
|
2016
Q2 | $353K | Hold |
1,500
| – | – | 0.01% | 284 |
|
|
2016
Q1 | $304K | Hold |
1,500
| – | – | 0.01% | 294 |
|
|
2015
Q4 | $284K | Hold |
1,500
| – | – | 0.01% | 308 |
|
|
2015
Q3 | $279K | Buy |
+1,500
| New | +$279K | 0.01% | 300 |
|