Wealthspire Advisors (Maryland)’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 |
-293
| Closed | -$94K | – | 2753 |
|
|
2017
Q3 | $94K | Sell |
293
-154
| -34% | -$49.4K | 0.01% | 737 |
|
|
2017
Q2 | $141K | Sell |
447
-341
| -43% | -$108K | 0.02% | 566 |
|
|
2017
Q1 | $196K | Buy |
788
+113
| +17% | +$28.1K | 0.03% | 401 |
|
|
2016
Q4 | $152K | Sell |
675
-1
| -0.1% | -$225 | 0.02% | 452 |
|
|
2016
Q3 | $152K | Sell |
676
-203
| -23% | -$45.6K | 0.02% | 465 |
|
|
2016
Q2 | $207K | Sell |
879
-17
| -2% | -$4K | 0.03% | 357 |
|
|
2016
Q1 | $182K | Sell |
896
-56
| -6% | -$11.4K | 0.03% | 388 |
|
|
2015
Q4 | $180K | Buy |
+952
| New | +$180K | 0.03% | 390 |
|