CWM
Confluence Wealth Management’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-942
| Closed | -$212K | – | 117 |
|
|
2018
Q4 | $212K | Sell |
942
-539
| -36% | -$121K | 0.12% | 112 |
|
|
2018
Q3 | $387K | Buy |
1,481
+22
| +2% | +$5.75K | 0.2% | 90 |
|
|
2018
Q2 | $350K | Buy |
1,459
+2
| +0.1% | +$480 | 0.19% | 89 |
|
|
2018
Q1 | $316K | Buy |
+1,457
| New | +$316K | 0.16% | 101 |
|