KCM Investment Advisors’s Raymond James Financial Inc RJD.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-30,014
| Closed | -$762K | – | 569 |
|
|
2016
Q4 | $762K | Hold |
30,014
| – | – | 0.05% | 285 |
|
|
2016
Q3 | $776K | Sell |
30,014
-1,871
| -6% | -$48.4K | 0.05% | 284 |
|
|
2016
Q2 | $842K | Sell |
31,885
-31
| -0.1% | -$819 | 0.06% | 267 |
|
|
2016
Q1 | $837K | Sell |
31,916
-400
| -1% | -$10.5K | 0.06% | 264 |
|
|
2015
Q4 | $862K | Sell |
32,316
-969
| -3% | -$25.8K | 0.07% | 255 |
|
|
2015
Q3 | $877K | Buy |
33,285
+100
| +0.3% | +$2.64K | 0.07% | 254 |
|
|
2015
Q2 | $868K | Buy |
33,185
+850
| +3% | +$22.2K | 0.07% | 262 |
|
|
2015
Q1 | $875K | Hold |
32,335
| – | – | 0.07% | 263 |
|
|
2014
Q4 | $882K | Buy |
32,335
+2,800
| +9% | +$76.4K | 0.07% | 254 |
|
|
2014
Q3 | $772K | Buy |
29,535
+12,515
| +74% | +$327K | 0.07% | 255 |
|
|
2014
Q2 | $459K | Buy |
17,020
+1,900
| +13% | +$51.2K | 0.04% | 335 |
|
|
2014
Q1 | $395K | Sell |
15,120
-200
| -1% | -$5.23K | 0.04% | 328 |
|
|
2013
Q4 | $383K | Sell |
15,320
-8,573
| -36% | -$214K | 0.04% | 327 |
|
|
2013
Q3 | $602K | Sell |
23,893
-2,527
| -10% | -$63.7K | 0.07% | 255 |
|
|
2013
Q2 | $699K | Buy |
+26,420
| New | +$699K | 0.08% | 238 |
|