SSWM
BCR
Sheets Smith Wealth Management’s CR Bard Inc. BCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,533
| Closed | -$1.12M | – | 328 |
|
|
2017
Q2 | $1.12M | Sell |
3,533
-162
| -4% | -$51.2K | 0.3% | 93 |
|
|
2017
Q1 | $918K | Sell |
3,695
-41
| -1% | -$10.2K | 0.24% | 117 |
|
|
2016
Q4 | $839K | Sell |
3,736
-234
| -6% | -$52.6K | 0.24% | 118 |
|
|
2016
Q3 | $890K | Sell |
3,970
-179
| -4% | -$40.1K | 0.25% | 116 |
|
|
2016
Q2 | $976K | Sell |
4,149
-87
| -2% | -$20.5K | 0.28% | 102 |
|
|
2016
Q1 | $859K | Buy |
+4,236
| New | +$859K | 0.26% | 113 |
|