SVA Wealth Management’s CR Bard Inc. BCR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-1,000
Closed -$320K 238
2018
Q1
$320K Buy
+1,000
New +$320K 0.04% 173
2017
Q4
Sell
-1,000
Closed -$320K 212
2017
Q3
$320K Hold
1,000
0.04% 173
2017
Q2
$316K Hold
1,000
0.04% 162
2017
Q1
$249K Hold
1,000
0.03% 177
2016
Q4
$225K Hold
1,000
0.03% 185
2016
Q3
$224K Hold
1,000
0.03% 184
2016
Q2
$235K Hold
1,000
0.04% 184
2016
Q1
$203K Buy
+1,000
New +$189K 0.03% 192

SVA Wealth Management's BCR Position: Q2 2018 in Review

SVA Wealth Management sold out of CR Bard Inc. (BCR) in Q2 2018, closing a stake of 1,000 shares — an estimated $320K sold.

SVA Wealth Management first reported a position in BCR in Q1 2016 and held it in 8 quarters. The position peaked at $320K in Q1 2018. 0 funds tracked by Wall St. Rank hold BCR as of Q2 2018.

  • SVA Wealth Management reported no remaining CR Bard Inc. position as of Q2 2018 after selling out during the quarter.
  • SVA Wealth Management sold 1,000 CR Bard Inc. shares in Q2 2018, an estimated $320K.
  • SVA Wealth Management first reported a position in CR Bard Inc. in Q1 2016 and held it in 8 quarters.
  • SVA Wealth Management's CR Bard Inc. position peaked at $320K in Q1 2018.
  • 0 funds tracked by Wall St. Rank held CR Bard Inc. as of Q2 2018.

Based on SVA Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.