SWM
BCR
SVA Wealth Management’s CR Bard Inc. BCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$203K | 0.03% | 192 |
|