AWM
AllSquare Wealth Management’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Hold |
0
| – | – | – | 463 |
|
|
2020
Q1 | – | Sell |
-143
| Closed | -$39K | – | 451 |
|
|
2019
Q4 | $39K | Sell |
143
-39
| -21% | -$10.6K | 0.03% | 207 |
|
|
2019
Q3 | $46K | Hold |
182
| – | – | 0.03% | 197 |
|
|
2019
Q2 | $46K | Buy |
+182
| New | +$46K | 0.03% | 198 |
|
|
2016
Q4 | – | Sell |
-30
| Closed | -$5K | – | 344 |
|
|
2016
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 256 |
|
|
2016
Q2 | $5K | Hold |
30
| – | – | 0.01% | 243 |
|
|
2016
Q1 | $5K | Hold |
30
| – | – | 0.01% | 241 |
|
|
2015
Q4 | $5K | Hold |
30
| – | – | 0.01% | 239 |
|
|
2015
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 261 |
|
|
2015
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 279 |
|
|
2015
Q1 | $4K | Buy |
30
+1
| +3% | +$133 | ﹤0.01% | 278 |
|
|
2014
Q4 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 276 |
|