Balasa Dinverno & Foltz’s Becton Dickinson BDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$335K Buy
1,503
+136
+10% +$30.3K 0.02% 248
2022
Q2
$337K Sell
1,367
-85
-6% -$21K 0.02% 252
2022
Q1
$377K Sell
1,452
-79
-5% -$20.5K 0.03% 231
2021
Q4
$376K Sell
1,531
-12
-0.8% -$2.95K 0.02% 238
2021
Q3
$370K Buy
1,543
+210
+16% +$50.4K 0.03% 228
2021
Q2
$316K Sell
1,333
-64
-5% -$15.2K 0.02% 250
2021
Q1
$331K Buy
1,397
+119
+9% +$28.2K 0.03% 228
2020
Q4
$312K Sell
1,278
-5
-0.4% -$1.22K 0.03% 223
2020
Q3
$291K Buy
1,283
+94
+8% +$21.3K 0.03% 208
2020
Q2
$277K Buy
+1,189
New +$277K 0.03% 184