Carson Wealth (CWM LLC)’s Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6.00% Mandatory Convertible Preferred Stock, Series B BDXB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,529
| Closed | -$76K | – | 4570 |
|
|
2023
Q1 | $76K | Hold |
1,529
| – | – | ﹤0.01% | 1638 |
|
|
2022
Q4 | $77K | Buy |
1,529
+1,360
| +805% | +$68.5K | ﹤0.01% | 1502 |
|
|
2022
Q3 | $8K | Hold |
169
| – | – | ﹤0.01% | 2867 |
|
|
2022
Q2 | $8K | Buy |
+169
| New | +$8K | ﹤0.01% | 2758 |
|
|
2022
Q1 | – | Sell |
-85
| Closed | -$4K | – | 3969 |
|
|
2021
Q4 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 2908 |
|