AWA
ARS Wealth Advisors’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $657K | Hold |
2,700
| – | – | 0.12% | 68 |
|
|
2021
Q1 | $657K | Hold |
2,700
| – | – | 0.14% | 60 |
|
|
2020
Q4 | $676K | Sell |
2,700
-37
| -1% | -$9.26K | 0.15% | 58 |
|
|
2020
Q3 | $637K | Buy |
2,737
+37
| +1% | +$8.61K | 0.18% | 54 |
|
|
2020
Q2 | $646K | Hold |
2,700
| – | – | 0.2% | 51 |
|
|
2020
Q1 | $620K | Sell |
2,700
-253
| -9% | -$58.1K | 0.26% | 46 |
|
|
2019
Q4 | $803K | Hold |
2,953
| – | – | 0.23% | 49 |
|
|
2019
Q3 | $747K | Buy |
2,953
+25
| +0.9% | +$6.32K | 0.24% | 50 |
|
|
2019
Q2 | $738K | Hold |
2,928
| – | – | 0.24% | 49 |
|
|
2019
Q1 | $731K | Hold |
2,928
| – | – | 0.23% | 54 |
|
|
2018
Q4 | $660K | Buy |
2,928
+75
| +3% | +$16.9K | 0.24% | 54 |
|
|
2018
Q3 | $745K | Hold |
2,853
| – | – | 0.25% | 56 |
|
|
2018
Q2 | $683K | Sell |
2,853
-400
| -12% | -$95.8K | 0.25% | 54 |
|
|
2018
Q1 | $705K | Buy |
3,253
+653
| +25% | +$142K | 0.26% | 53 |
|
|
2017
Q4 | $557K | Hold |
2,600
| – | – | 0.21% | 69 |
|
|
2017
Q3 | $509K | Hold |
2,600
| – | – | 0.2% | 70 |
|
|
2017
Q2 | $507K | Sell |
2,600
-7
| -0.3% | -$1.37K | 0.21% | 66 |
|
|
2017
Q1 | $478K | Hold |
2,607
| – | – | 0.2% | 63 |
|
|
2016
Q4 | $432K | Sell |
2,607
-13
| -0.5% | -$2.15K | 0.19% | 56 |
|
|
2016
Q3 | $471K | Buy |
2,620
+13
| +0.5% | +$2.34K | 0.2% | 52 |
|
|
2016
Q2 | $442K | Hold |
2,607
| – | – | 0.19% | 54 |
|
|
2016
Q1 | $396K | Hold |
2,607
| – | – | 0.19% | 50 |
|
|
2015
Q4 | $402K | Hold |
2,607
| – | – | 0.21% | 50 |
|
|
2015
Q3 | $346K | Hold |
2,607
| – | – | 0.18% | 48 |
|
|
2015
Q2 | $369K | Sell |
2,607
-87
| -3% | -$12.3K | 0.16% | 48 |
|
|
2015
Q1 | $387K | Buy |
+2,694
| New | +$387K | 0.17% | 48 |
|
|
2014
Q4 | – | Sell |
-2,600
| Closed | -$296K | – | 77 |
|
|
2014
Q3 | $296K | Buy |
+2,600
| New | +$296K | 0.14% | 50 |
|