KCM Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,314
| Closed | -$766K | – | 548 |
|
|
2017
Q4 | $766K | Hold |
2,314
| – | – | 0.04% | 293 |
|
|
2017
Q3 | $742K | Buy |
2,314
+127
| +6% | +$40.7K | 0.05% | 299 |
|
|
2017
Q2 | $691K | Buy |
2,187
+10
| +0.5% | +$3.16K | 0.04% | 306 |
|
|
2017
Q1 | $541K | Buy |
2,177
+171
| +9% | +$42.5K | 0.03% | 346 |
|
|
2016
Q4 | $451K | Buy |
2,006
+188
| +10% | +$42.3K | 0.03% | 373 |
|
|
2016
Q3 | $408K | Buy |
1,818
+146
| +9% | +$32.8K | 0.03% | 400 |
|
|
2016
Q2 | $393K | Buy |
1,672
+110
| +7% | +$25.9K | 0.03% | 392 |
|
|
2016
Q1 | $317K | Buy |
1,562
+447
| +40% | +$90.7K | 0.02% | 411 |
|
|
2015
Q4 | $211K | Buy |
+1,115
| New | +$211K | 0.02% | 488 |
|