Forvis Mazars 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,426
| Closed | -$348K | – | 285 |
|
|
2020
Q4 | $348K | Buy |
+1,426
| New | +$348K | 0.02% | 269 |
|
|
2020
Q3 | – | Sell |
-942
| Closed | -$220K | – | 323 |
|
|
2020
Q2 | $220K | Sell |
942
-14
| -1% | -$3.27K | 0.01% | 290 |
|
|
2020
Q1 | $214K | Buy |
956
+102
| +12% | +$22.8K | 0.02% | 264 |
|
|
2019
Q4 | $227K | Buy |
+854
| New | +$227K | 0.02% | 268 |
|
|
2019
Q2 | – | Sell |
-880
| Closed | -$215K | – | 257 |
|
|
2019
Q1 | $215K | Buy |
+880
| New | +$215K | 0.02% | 239 |
|