ZAM
BCR
Zevin Asset Management’s CR Bard Inc. BCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,000
| Closed | -$470K | – | 123 |
|
|
2016
Q2 | $470K | Hold |
2,000
| – | – | 0.13% | 82 |
|
|
2016
Q1 | $405K | Hold |
2,000
| – | – | 0.11% | 86 |
|
|
2015
Q4 | $379K | Hold |
2,000
| – | – | 0.1% | 97 |
|
|
2015
Q3 | $373K | Hold |
2,000
| – | – | 0.11% | 99 |
|
|
2015
Q2 | $341K | Hold |
2,000
| – | – | 0.09% | 107 |
|
|
2015
Q1 | $335K | Hold |
2,000
| – | – | 0.09% | 107 |
|
|
2014
Q4 | $333K | Hold |
2,000
| – | – | 0.09% | 106 |
|
|
2014
Q3 | $285K | Hold |
2,000
| – | – | 0.08% | 107 |
|
|
2014
Q2 | $286K | Hold |
2,000
| – | – | 0.08% | 113 |
|
|
2014
Q1 | $296K | Hold |
2,000
| – | – | 0.09% | 94 |
|
|
2013
Q4 | $268K | Hold |
2,000
| – | – | 0.08% | 101 |
|
|
2013
Q3 | $230K | Hold |
2,000
| – | – | 0.07% | 104 |
|
|
2013
Q2 | $217K | Buy |
+2,000
| New | +$217K | 0.08% | 103 |
|