Integrated Wealth Counsel’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $14K | Hold |
89
| – | – | 0.03% | 133 |
|
|
2016
Q3 | $16K | Buy |
+89
| New | +$16K | 0.03% | 116 |
|
|
2016
Q1 | – | Sell |
-118
| Closed | -$15K | – | 81 |
|
|
2015
Q4 | $15K | Hold |
118
| – | – | 0.02% | 60 |
|
|
2015
Q3 | $15K | Hold |
118
| – | – | 0.03% | 68 |
|
|
2015
Q2 | $16K | Sell |
118
-231
| -66% | -$31.3K | 0.02% | 66 |
|
|
2015
Q1 | $49K | Sell |
349
-87
| -20% | -$12.2K | 0.06% | 60 |
|
|
2014
Q4 | $59K | Hold |
436
| – | – | 0.07% | 54 |
|
|
2014
Q3 | $48K | Sell |
436
-3,613
| -89% | -$398K | 0.05% | 56 |
|
|
2014
Q2 | $467K | Sell |
4,049
-625
| -13% | -$72.1K | 0.37% | 24 |
|
|
2014
Q1 | $534K | Sell |
4,674
-466
| -9% | -$53.2K | 0.42% | 41 |
|
|
2013
Q4 | $554K | Sell |
5,140
-267
| -5% | -$28.8K | 0.41% | 44 |
|
|
2013
Q3 | $528K | Sell |
5,407
-984
| -15% | -$96K | 0.38% | 43 |
|
|
2013
Q2 | $616K | Buy |
+6,391
| New | +$616K | 0.44% | 46 |
|