United Capital Financial Advisors’s CR Bard Inc. BCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-706
| Closed | -$234K | – | 1406 |
|
|
2017
Q4 | $234K | Sell |
706
-80
| -10% | -$26.5K | ﹤0.01% | 1193 |
|
|
2017
Q3 | $252K | Sell |
786
-215
| -21% | -$68.9K | ﹤0.01% | 1173 |
|
|
2017
Q2 | $316K | Buy |
1,001
+56
| +6% | +$17.7K | ﹤0.01% | 1060 |
|
|
2017
Q1 | $235K | Sell |
945
-8
| -0.8% | -$1.99K | ﹤0.01% | 1138 |
|
|
2016
Q4 | $214K | Sell |
953
-498
| -34% | -$112K | ﹤0.01% | 1161 |
|
|
2016
Q3 | $325K | Sell |
1,451
-494
| -25% | -$111K | ﹤0.01% | 1053 |
|
|
2016
Q2 | $457K | Sell |
1,945
-203
| -9% | -$47.7K | ﹤0.01% | 939 |
|
|
2016
Q1 | $435K | Buy |
+2,148
| New | +$435K | ﹤0.01% | 914 |
|
|
2015
Q4 | – | Sell |
-1,243
| Closed | -$232K | – | 1346 |
|
|
2015
Q3 | $232K | Sell |
1,243
-75
| -6% | -$14K | ﹤0.01% | 1124 |
|
|
2015
Q2 | $225K | Sell |
1,318
-116
| -8% | -$19.8K | ﹤0.01% | 1151 |
|
|
2015
Q1 | $239K | Sell |
1,434
-109
| -7% | -$18.2K | ﹤0.01% | 1132 |
|
|
2014
Q4 | $257K | Buy |
+1,543
| New | +$257K | ﹤0.01% | 1019 |
|