Intercontinental 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $402K | Buy |
1,521
+42
| +3% | +$11.1K | 0.1% | 215 |
|
2023
Q1 | $366K | Sell |
1,479
-487
| -25% | -$121K | 0.09% | 236 |
|
2022
Q4 | $500K | Buy |
1,966
+8
| +0.4% | +$2.03K | 0.15% | 159 |
|
2022
Q3 | $436K | Sell |
1,958
-8
| -0.4% | -$1.78K | 0.14% | 173 |
|
2022
Q2 | $485K | Sell |
1,966
-49
| -2% | -$12.1K | 0.13% | 163 |
|
2022
Q1 | $523K | Buy |
2,015
+32
| +2% | +$8.31K | 0.12% | 174 |
|
2021
Q4 | $487K | Buy |
1,983
+47
| +2% | +$11.5K | 0.1% | 186 |
|
2021
Q3 | $464K | Buy |
1,936
+263
| +16% | +$63K | 0.11% | 175 |
|
2021
Q2 | $397K | Buy |
1,673
+651
| +64% | +$154K | 0.08% | 201 |
|
2021
Q1 | $242K | Buy |
+1,022
| New | +$242K | 0.05% | 242 |
|
2020
Q1 | – | Sell |
-139
| Closed | -$39K | – | 168 |
|
2019
Q4 | $39K | Sell |
139
-309
| -69% | -$86.7K | 0.03% | 192 |
|
2019
Q3 | $111K | Hold |
448
| – | – | 0.07% | 168 |
|
2019
Q2 | $110K | Hold |
448
| – | – | 0.06% | 160 |
|
2019
Q1 | $109K | Buy |
448
+83
| +23% | +$20.2K | 0.05% | 166 |
|
2018
Q4 | $80K | Buy |
+365
| New | +$80K | 0.04% | 179 |
|