Icon Wealth Partners’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-624
| Closed | -$165K | – | 394 |
|
|
2023
Q2 | $165K | Hold |
624
| – | – | 0.02% | 339 |
|
|
2023
Q1 | $154K | Buy |
+624
| New | +$154K | 0.02% | 345 |
|
|
2019
Q2 | – | Sell |
-372
| Closed | -$91K | – | 224 |
|
|
2019
Q1 | $91K | Sell |
372
-108
| -23% | -$26.4K | 0.03% | 234 |
|
|
2018
Q4 | $105K | Sell |
480
-270
| -36% | -$59.1K | 0.05% | 210 |
|
|
2018
Q3 | $191K | Buy |
750
+183
| +32% | +$46.6K | 0.08% | 178 |
|
|
2018
Q2 | $132K | Sell |
567
-168
| -23% | -$39.1K | 0.06% | 203 |
|
|
2018
Q1 | $156K | Sell |
735
-14
| -2% | -$2.97K | 0.08% | 188 |
|
|
2017
Q4 | $156K | Buy |
+749
| New | +$156K | 0.08% | 204 |
|