Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $143K | Sell |
532
-8
| -1% | -$2.15K | 0.02% | 132 |
|
|
2021
Q4 | $133K | Buy |
540
+8
| +2% | +$1.97K | 0.02% | 144 |
|
|
2021
Q3 | $128K | Buy |
532
+3
| +0.6% | +$722 | 0.02% | 140 |
|
|
2021
Q2 | $125K | Sell |
529
-11
| -2% | -$2.6K | 0.02% | 143 |
|
|
2021
Q1 | $128K | Sell |
540
-62
| -10% | -$14.7K | 0.02% | 112 |
|
|
2020
Q4 | $147K | Sell |
602
-25
| -4% | -$6.11K | 0.02% | 104 |
|
|
2020
Q3 | $142K | Hold |
627
| – | – | 0.02% | 96 |
|
|
2020
Q2 | $146K | Sell |
627
-4
| -0.6% | -$931 | 0.02% | 85 |
|
|
2020
Q1 | $142K | Sell |
631
-68
| -10% | -$15.3K | 0.03% | 77 |
|
|
2019
Q4 | $185K | Buy |
699
+26
| +4% | +$6.88K | 0.03% | 86 |
|
|
2019
Q3 | $166K | Buy |
673
+40
| +6% | +$9.87K | 0.03% | 87 |
|
|
2019
Q2 | $156K | Buy |
633
+616
| +3,624% | +$152K | 0.03% | 86 |
|
|
2019
Q1 | $4K | Buy |
+17
| New | +$4K | ﹤0.01% | 386 |
|
|
2018
Q4 | – | Sell |
-4
| Closed | -$1K | – | 370 |
|
|
2018
Q3 | $1K | Sell |
4
-12
| -75% | -$3K | ﹤0.01% | 384 |
|
|
2018
Q2 | $4K | Sell |
16
-6
| -27% | -$1.5K | ﹤0.01% | 466 |
|
|
2018
Q1 | $5K | Buy |
+22
| New | +$5K | ﹤0.01% | 416 |
|
|
2016
Q3 | – | Sell |
-28
| Closed | -$5K | – | 206 |
|
|
2016
Q2 | $5K | Hold |
28
| – | – | ﹤0.01% | 188 |
|
|
2016
Q1 | $4K | Sell |
28
-19
| -40% | -$2.71K | ﹤0.01% | 203 |
|
|
2015
Q4 | $7K | Buy |
47
+28
| +147% | +$4.17K | ﹤0.01% | 193 |
|
|
2015
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 299 |
|
|
2015
Q2 | $3K | Hold |
19
| – | – | ﹤0.01% | 242 |
|
|
2015
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 274 |
|
|
2014
Q4 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 279 |
|