Wealthfront’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
Q4 | – | Sell |
-2,541
| Closed | -$814K | – | 529 |
|
|
2017
Q3 | $814K | Buy |
2,541
+53
| +2% | +$17K | 0.01% | 232 |
|
|
2017
Q2 | $786K | Buy |
2,488
+268
| +12% | +$84.7K | 0.01% | 188 |
|
|
2017
Q1 | $552K | Buy |
2,220
+333
| +18% | +$82.8K | 0.01% | 209 |
|
|
2016
Q4 | $424K | Buy |
1,887
+183
| +11% | +$41.1K | 0.01% | 228 |
|
|
2016
Q3 | $382K | Buy |
1,704
+70
| +4% | +$15.7K | 0.01% | 232 |
|
|
2016
Q2 | $384K | Buy |
1,634
+79
| +5% | +$18.6K | 0.01% | 209 |
|
|
2016
Q1 | $315K | Buy |
1,555
+92
| +6% | +$18.6K | 0.01% | 235 |
|
|
2015
Q4 | $277K | Sell |
1,463
-136
| -9% | -$25.8K | 0.01% | 233 |
|
|
2015
Q3 | $298K | Buy |
1,599
+309
| +24% | +$57.6K | 0.01% | 202 |
|
|
2015
Q2 | $220K | Buy |
1,290
+425
| +49% | +$72.5K | 0.01% | 245 |
|
|
2015
Q1 | $145K | Buy |
865
+30
| +4% | +$5.03K | 0.01% | 315 |
|
|
2014
Q4 | $139K | Buy |
835
+238
| +40% | +$39.6K | 0.01% | 295 |
|
|
2014
Q3 | $85K | Buy |
597
+151
| +34% | +$21.5K | 0.01% | 313 |
|
|
2014
Q2 | $65K | Sell |
446
-39
| -8% | -$5.68K | 0.01% | 317 |
|
|
2014
Q1 | $72K | Buy |
+485
| New | +$72K | 0.01% | 197 |
|