Bernardo Wealth Planning’s Becton Dickinson BDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-838
Closed -$204K 88
2020
Q4
$204K Buy
+838
New +$204K 0.08% 166
2020
Q1
Sell
-868
Closed -$230K 137
2019
Q4
$230K Sell
868
-5
-0.6% -$1.33K 0.14% 147
2019
Q3
$215K Sell
873
-10
-1% -$2.46K 0.16% 141
2019
Q2
$217K Sell
883
-31
-3% -$7.62K 0.17% 131
2019
Q1
$223K Sell
914
-11
-1% -$2.68K 0.18% 125
2018
Q4
$203K Buy
+925
New +$203K 0.18% 122