WhitTier Trust Company’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 |
-482
| Closed | -$154K | – | 1032 |
|
|
2017
Q3 | $154K | Hold |
482
| – | – | 0.01% | 373 |
|
|
2017
Q2 | $152K | Hold |
482
| – | – | 0.01% | 366 |
|
|
2017
Q1 | $120K | Sell |
482
-26
| -5% | -$6.47K | 0.01% | 398 |
|
|
2016
Q4 | $114K | Buy |
508
+54
| +12% | +$12.1K | 0.01% | 405 |
|
|
2016
Q3 | $102K | Hold |
454
| – | – | 0.01% | 422 |
|
|
2016
Q2 | $107K | Buy |
454
+138
| +44% | +$32.5K | 0.01% | 415 |
|
|
2016
Q1 | $64K | Hold |
316
| – | – | 0.01% | 493 |
|
|
2015
Q4 | $60K | Buy |
316
+63
| +25% | +$12K | 0.01% | 488 |
|
|
2015
Q3 | $47K | Hold |
253
| – | – | 0.01% | 524 |
|
|
2015
Q2 | $43K | Hold |
253
| – | – | ﹤0.01% | 570 |
|
|
2015
Q1 | $42K | Hold |
253
| – | – | ﹤0.01% | 572 |
|
|
2014
Q4 | $42K | Hold |
253
| – | – | ﹤0.01% | 567 |
|
|
2014
Q3 | $36K | Hold |
253
| – | – | ﹤0.01% | 598 |
|
|
2014
Q2 | $36K | Buy |
253
+57
| +29% | +$8.11K | ﹤0.01% | 603 |
|
|
2014
Q1 | $29K | Hold |
196
| – | – | ﹤0.01% | 649 |
|
|
2013
Q4 | $26K | Buy |
196
+109
| +125% | +$14.5K | ﹤0.01% | 646 |
|
|
2013
Q3 | $10K | Hold |
87
| – | – | ﹤0.01% | 767 |
|
|
2013
Q2 | $9K | Buy |
+87
| New | +$9K | ﹤0.01% | 770 |
|