WESPAC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,427
| Closed | -$778K | – | 150 |
|
|
2017
Q3 | $778K | Buy |
2,427
+35
| +1% | +$11.2K | 0.51% | 61 |
|
|
2017
Q2 | $756K | Buy |
2,392
+768
| +47% | +$243K | 0.52% | 63 |
|
|
2017
Q1 | $404K | Buy |
+1,624
| New | +$404K | 0.47% | 73 |
|
|
2016
Q4 | – | Sell |
-2,277
| Closed | -$511K | – | 146 |
|
|
2016
Q3 | $511K | Buy |
+2,277
| New | +$511K | 0.58% | 64 |
|