Integrated Wealth Management’s Becton Dickinson BDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
$999K Buy
5,580
+185
+3% +$33.1K 0.33% 81
2016
Q4
$871K Hold
5,395
0.32% 84
2016
Q3
$946K Sell
5,395
-207
-4% -$36.3K 0.34% 74
2016
Q2
$927K Sell
5,602
-48
-0.8% -$7.94K 0.36% 67
2016
Q1
$837K Sell
5,650
-15
-0.3% -$2.22K 0.35% 67
2015
Q4
$852K Hold
5,665
0.37% 67
2015
Q3
$733K Sell
5,665
-613
-10% -$79.3K 0.32% 71
2015
Q2
$868K Buy
6,278
+82
+1% +$11.3K 0.34% 66
2015
Q1
$868K Buy
+6,196
New +$868K 0.36% 62