WWM
BCR
Willingdon Wealth Management’s CR Bard Inc. BCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-25
| Closed | -$8K | – | 384 |
|
|
2017
Q3 | $8K | Sell |
25
-9,232
| -100% | -$2.95M | ﹤0.01% | 237 |
|
|
2017
Q2 | $2.93M | Buy |
9,257
+140
| +2% | +$44.3K | 1.16% | 28 |
|
|
2017
Q1 | $2.27M | Buy |
9,117
+154
| +2% | +$38.3K | 0.92% | 44 |
|
|
2016
Q4 | $2.01M | Buy |
8,963
+312
| +4% | +$70.1K | 0.95% | 42 |
|
|
2016
Q3 | $1.94M | Buy |
8,651
+46
| +0.5% | +$10.3K | 0.98% | 39 |
|
|
2016
Q2 | $2.02M | Buy |
8,605
+618
| +8% | +$145K | 1.04% | 35 |
|
|
2016
Q1 | $1.62M | Buy |
+7,987
| New | +$1.62M | 0.99% | 45 |
|