Ropes Wealth 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 |
-2,233
| Closed | -$716K | – | 826 |
|
|
2017
Q3 | $716K | Hold |
2,233
| – | – | 0.19% | 110 |
|
|
2017
Q2 | $706K | Hold |
2,233
| – | – | 0.2% | 107 |
|
|
2017
Q1 | $555K | Hold |
2,233
| – | – | 0.16% | 122 |
|
|
2016
Q4 | $502K | Hold |
2,233
| – | – | 0.16% | 121 |
|
|
2016
Q3 | $501K | Hold |
2,233
| – | – | 0.17% | 117 |
|
|
2016
Q2 | $525K | Buy |
2,233
+2,000
| +858% | +$470K | 0.18% | 100 |
|
|
2016
Q1 | $47K | Hold |
233
| – | – | 0.02% | 222 |
|
|
2015
Q4 | $44K | Buy |
+233
| New | +$44K | 0.02% | 254 |
|