United Capital Financial Advisors’s Balchem Corporation BCPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,392
| Closed | -$202K | – | 1243 |
|
|
2021
Q3 | $202K | Sell |
1,392
-743
| -35% | -$108K | ﹤0.01% | 1140 |
|
|
2021
Q2 | $280K | Buy |
2,135
+8
| +0.4% | +$1.05K | ﹤0.01% | 1037 |
|
|
2021
Q1 | $267K | Sell |
2,127
-204
| -9% | -$25.6K | ﹤0.01% | 1017 |
|
|
2020
Q4 | $269K | Sell |
2,331
-250
| -10% | -$28.9K | ﹤0.01% | 1028 |
|
|
2020
Q3 | $252K | Buy |
+2,581
| New | +$252K | ﹤0.01% | 1004 |
|