Vaughan David Investments’s CR Bard Inc. BCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-6,765
| Closed | -$2.17M | – | 183 |
|
|
2017
Q3 | $2.17M | Sell |
6,765
-10
| -0.1% | -$3.21K | 0.11% | 91 |
|
|
2017
Q2 | $2.14M | Sell |
6,775
-25
| -0.4% | -$7.9K | 0.11% | 91 |
|
|
2017
Q1 | $1.69M | Sell |
6,800
-25
| -0.4% | -$6.21K | 0.09% | 92 |
|
|
2016
Q4 | $1.53M | Sell |
6,825
-795
| -10% | -$179K | 0.08% | 92 |
|
|
2016
Q3 | $1.71M | Hold |
7,620
| – | – | 0.09% | 92 |
|
|
2016
Q2 | $1.79M | Sell |
7,620
-700
| -8% | -$165K | 0.1% | 92 |
|
|
2016
Q1 | $1.69M | Hold |
8,320
| – | – | 0.1% | 93 |
|
|
2015
Q4 | $1.58M | Hold |
8,320
| – | – | 0.09% | 92 |
|
|
2015
Q3 | $1.55M | Sell |
8,320
-225
| -3% | -$41.9K | 0.1% | 92 |
|
|
2015
Q2 | $1.46M | Sell |
8,545
-200
| -2% | -$34.1K | 0.09% | 95 |
|
|
2015
Q1 | $1.46M | Sell |
8,745
-50
| -0.6% | -$8.37K | 0.09% | 92 |
|
|
2014
Q4 | $1.47M | Hold |
8,795
| – | – | 0.08% | 94 |
|
|
2014
Q3 | $1.26M | Hold |
8,795
| – | – | 0.08% | 95 |
|
|
2014
Q2 | $1.26M | Hold |
8,795
| – | – | 0.08% | 95 |
|
|
2014
Q1 | $1.3M | Sell |
8,795
-300
| -3% | -$44.4K | 0.08% | 92 |
|
|
2013
Q4 | $1.22M | Sell |
9,095
-100
| -1% | -$13.4K | 0.08% | 96 |
|
|
2013
Q3 | $1.06M | Sell |
9,195
-5
| -0.1% | -$576 | 0.07% | 95 |
|
|
2013
Q2 | $1M | Buy |
+9,200
| New | +$1M | 0.07% | 95 |
|