SNT
BCR
Security National Trust’s CR Bard Inc. BCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-6,175
| Closed | -$1.98M | – | 403 |
|
|
2017
Q3 | $1.98M | Sell |
6,175
-615
| -9% | -$197K | 0.65% | 51 |
|
|
2017
Q2 | $2.15M | Sell |
6,790
-105
| -2% | -$33.2K | 0.72% | 47 |
|
|
2017
Q1 | $1.71M | Hold |
6,895
| – | – | 0.58% | 58 |
|
|
2016
Q4 | $1.55M | Sell |
6,895
-15
| -0.2% | -$3.37K | 0.56% | 59 |
|
|
2016
Q3 | $1.55M | Sell |
6,910
-60
| -0.9% | -$13.5K | 0.56% | 57 |
|
|
2016
Q2 | $1.64M | Buy |
6,970
+340
| +5% | +$80K | 0.6% | 53 |
|
|
2016
Q1 | $1.34M | Buy |
6,630
+75
| +1% | +$15.2K | 0.51% | 60 |
|
|
2015
Q4 | $1.24M | Buy |
6,555
+200
| +3% | +$37.9K | 0.49% | 60 |
|
|
2015
Q3 | $1.18M | Sell |
6,355
-175
| -3% | -$32.6K | 0.46% | 61 |
|
|
2015
Q2 | $1.12M | Buy |
6,530
+155
| +2% | +$26.5K | 0.4% | 68 |
|
|
2015
Q1 | $1.07M | Buy |
6,375
+135
| +2% | +$22.6K | 0.38% | 69 |
|
|
2014
Q4 | $1.04M | Buy |
6,240
+2,405
| +63% | +$401K | 0.38% | 70 |
|
|
2014
Q3 | $547K | Sell |
3,835
-1,865
| -33% | -$266K | 0.22% | 93 |
|
|
2014
Q2 | $815K | Sell |
5,700
-50
| -0.9% | -$7.15K | 0.32% | 75 |
|
|
2014
Q1 | $851K | Buy |
5,750
+450
| +8% | +$66.6K | 0.34% | 74 |
|
|
2013
Q4 | $710K | Hold |
5,300
| – | – | 0.29% | 82 |
|
|
2013
Q3 | $610K | Buy |
5,300
+825
| +18% | +$95K | 0.27% | 85 |
|
|
2013
Q2 | $487K | Buy |
+4,475
| New | +$487K | 0.24% | 97 |
|