Signature Estate & Investment 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
Q3 | – | Sell |
-1,774
| Closed | -$561K | – | 160 |
|
|
2017
Q2 | $561K | Sell |
1,774
-58
| -3% | -$18.3K | 0.07% | 89 |
|
|
2017
Q1 | $455K | Buy |
1,832
+181
| +11% | +$45K | 0.06% | 102 |
|
|
2016
Q4 | $371K | Buy |
1,651
+276
| +20% | +$62K | 0.05% | 95 |
|
|
2016
Q3 | $308K | Buy |
1,375
+614
| +81% | +$138K | 0.05% | 103 |
|
|
2016
Q2 | $179K | Buy |
+761
| New | +$179K | 0.03% | 123 |
|