AmeriServ Wealth Advisors’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,197
| Closed | -$296K | – | 45 |
|
|
2023
Q1 | $296K | Sell |
1,197
-5
| -0.4% | -$1.24K | 0.68% | 35 |
|
|
2022
Q4 | $306K | Hold |
1,202
| – | – | 0.61% | 35 |
|
|
2022
Q3 | $268K | Hold |
1,202
| – | – | 0.59% | 36 |
|
|
2022
Q2 | $296K | Sell |
1,202
-30
| -2% | -$7.39K | 0.7% | 40 |
|
|
2022
Q1 | $320K | Hold |
1,232
| – | – | 0.23% | 53 |
|
|
2021
Q4 | $302K | Hold |
1,232
| – | – | 0.21% | 51 |
|
|
2021
Q3 | $295K | Buy |
1,232
+85
| +7% | +$20.4K | 0.23% | 51 |
|
|
2021
Q2 | $272K | Sell |
1,147
-512
| -31% | -$121K | 0.21% | 55 |
|
|
2021
Q1 | $394K | Sell |
1,659
-668
| -29% | -$159K | 0.34% | 45 |
|
|
2020
Q4 | $568K | Buy |
+2,327
| New | +$568K | 0.56% | 35 |
|
|
2019
Q3 | $382K | Sell |
1,548
-512
| -25% | -$126K | 0.52% | 36 |
|
|
2019
Q2 | $507K | Hold |
2,060
| – | – | 0.66% | 31 |
|
|
2019
Q1 | $502K | Buy |
2,060
+952
| +86% | +$232K | 1.05% | 30 |
|
|
2018
Q4 | $244K | Hold |
1,108
| – | – | 0.62% | 53 |
|
|
2018
Q3 | $282K | Hold |
1,108
| – | – | 0.35% | 57 |
|
|
2018
Q2 | $259K | Sell |
1,108
-21
| -2% | -$4.91K | 0.35% | 59 |
|
|
2018
Q1 | $239K | Buy |
+1,129
| New | +$239K | 0.27% | 62 |
|