Cypress Wealth Advisors’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,658
| Closed | -$297K | – | 99 |
|
|
2017
Q1 | $297K | Sell |
1,658
-11
| -0.7% | -$1.97K | 0.14% | 149 |
|
|
2016
Q4 | $270K | Hold |
1,669
| – | – | 0.12% | 151 |
|
|
2016
Q3 | $293K | Buy |
1,669
+53
| +3% | +$9.3K | 0.13% | 139 |
|
|
2016
Q2 | $267K | Sell |
1,616
-151
| -9% | -$24.9K | 0.13% | 141 |
|
|
2016
Q1 | $262K | Buy |
1,767
+163
| +10% | +$24.2K | 0.12% | 150 |
|
|
2015
Q4 | $241K | Buy |
1,604
+18
| +1% | +$2.7K | 0.12% | 152 |
|
|
2015
Q3 | $205K | Hold |
1,586
| – | – | 0.11% | 168 |
|
|
2015
Q2 | $219K | Buy |
+1,586
| New | +$219K | 0.13% | 135 |
|