TWA
BCR
TCI Wealth Advisors’s CR Bard Inc. BCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-711
| Closed | -$228K | – | 1488 |
|
|
2017
Q3 | $228K | Hold |
711
| – | – | 0.11% | 129 |
|
|
2017
Q2 | $225K | Sell |
711
-14
| -2% | -$4.43K | 0.11% | 125 |
|
|
2017
Q1 | $180K | Sell |
725
-1
| -0.1% | -$248 | 0.09% | 145 |
|
|
2016
Q4 | $163K | Hold |
726
| – | – | 0.09% | 161 |
|
|
2016
Q3 | $163K | Hold |
726
| – | – | 0.09% | 149 |
|
|
2016
Q2 | $171K | Hold |
726
| – | – | 0.09% | 139 |
|
|
2016
Q1 | $147K | Buy |
726
+4
| +0.6% | +$810 | 0.08% | 158 |
|
|
2015
Q4 | $137K | Hold |
722
| – | – | 0.08% | 173 |
|
|
2015
Q3 | $135K | Buy |
722
+7
| +1% | +$1.31K | 0.08% | 163 |
|
|
2015
Q2 | $122K | Sell |
715
-4
| -0.6% | -$683 | 0.07% | 177 |
|
|
2015
Q1 | $120K | Sell |
719
-4
| -0.6% | -$668 | 0.08% | 158 |
|
|
2014
Q4 | $120K | Hold |
723
| – | – | 0.07% | 161 |
|
|
2014
Q3 | $103K | Buy |
723
+2
| +0.3% | +$285 | 0.06% | 167 |
|
|
2014
Q2 | $103K | Hold |
721
| – | – | 0.06% | 168 |
|
|
2014
Q1 | $107K | Hold |
721
| – | – | 0.07% | 163 |
|
|
2013
Q4 | $97K | Sell |
721
-5
| -0.7% | -$673 | 0.06% | 166 |
|
|
2013
Q3 | $84K | Buy |
726
+71
| +11% | +$8.22K | 0.06% | 165 |
|
|
2013
Q2 | $71K | Buy |
+655
| New | +$71K | 0.05% | 187 |
|