Transform Wealth’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
Q1
Sell
-1,350
Closed -$303K 237
2016
Q4
$303K Buy
1,350
+450
+50% +$101K 0.12% 177
2016
Q3
$202K Sell
900
-450
-33% -$101K 0.09% 191
2016
Q2
$317K Buy
+1,350
New +$317K 0.13% 165