Genovese Burford & Brothers Wealth & Retirement Plan Management’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-769
| Closed | -$204K | – | 92 |
|
2019
Q4 | $204K | Buy |
+769
| New | +$204K | 0.05% | 108 |
|
2019
Q2 | – | Sell |
-846
| Closed | -$206K | – | 105 |
|
2019
Q1 | $206K | Buy |
+846
| New | +$206K | 0.06% | 93 |
|
2018
Q4 | – | Sell |
-846
| Closed | -$215K | – | 89 |
|
2018
Q3 | $215K | Sell |
846
-25
| -3% | -$6.35K | 0.07% | 85 |
|
2018
Q2 | $204K | Hold |
871
| – | – | 0.07% | 77 |
|
2018
Q1 | $184K | Hold |
871
| – | – | 0.07% | 79 |
|
2017
Q4 | $207K | Buy |
+871
| New | +$207K | 0.54% | 37 |
|
2016
Q3 | – | Sell |
-410
| Closed | -$67K | – | 427 |
|
2016
Q2 | $67K | Hold |
410
| – | – | 0.03% | 126 |
|
2016
Q1 | $60K | Hold |
410
| – | – | 0.03% | 113 |
|
2015
Q4 | $62K | Buy |
+410
| New | +$62K | 0.03% | 111 |
|