Wealthspire Advisors (Maryland)’s Balchem Corporation BCPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-336
| Closed | -$31K | – | 2170 |
|
|
2019
Q1 | $31K | Buy |
336
+174
| +107% | +$16.1K | ﹤0.01% | 1103 |
|
|
2018
Q4 | $13K | Buy |
162
+94
| +138% | +$7.54K | ﹤0.01% | 1383 |
|
|
2018
Q3 | $8K | Buy |
68
+24
| +55% | +$2.82K | ﹤0.01% | 1626 |
|
|
2018
Q2 | $4K | Hold |
44
| – | – | ﹤0.01% | 1922 |
|
|
2018
Q1 | $4K | Sell |
44
-5
| -10% | -$455 | ﹤0.01% | 1947 |
|
|
2017
Q4 | $4K | Buy |
49
+39
| +390% | +$3.18K | ﹤0.01% | 1936 |
|
|
2017
Q3 | $1K | Sell |
10
-1
| -9% | -$100 | ﹤0.01% | 2167 |
|
|
2017
Q2 | $1K | Sell |
11
-223
| -95% | -$20.3K | ﹤0.01% | 2137 |
|
|
2017
Q1 | $19K | Sell |
234
-6
| -3% | -$487 | ﹤0.01% | 1108 |
|
|
2016
Q4 | $20K | Sell |
240
-109
| -31% | -$9.08K | ﹤0.01% | 1025 |
|
|
2016
Q3 | $27K | Buy |
349
+27
| +8% | +$2.09K | ﹤0.01% | 975 |
|
|
2016
Q2 | $19K | Buy |
322
+86
| +36% | +$5.08K | ﹤0.01% | 1016 |
|
|
2016
Q1 | $15K | Buy |
236
+32
| +16% | +$2.03K | ﹤0.01% | 1084 |
|
|
2015
Q4 | $12K | Buy |
+204
| New | +$12K | ﹤0.01% | 1155 |
|