Mosaic Family Wealth’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-555
| Closed | -$135K | – | 210 |
|
|
2019
Q1 | $135K | Buy |
555
+26
| +5% | +$6.32K | 0.05% | 191 |
|
|
2018
Q4 | $116K | Buy |
529
+8
| +2% | +$1.75K | 0.05% | 202 |
|
|
2018
Q3 | $119K | Buy |
521
+301
| +137% | +$68.8K | 0.05% | 202 |
|
|
2018
Q2 | $52K | Buy |
220
+30
| +16% | +$7.09K | 0.02% | 304 |
|
|
2018
Q1 | $40K | Buy |
190
+66
| +53% | +$13.9K | 0.01% | 341 |
|
|
2017
Q4 | $26K | Sell |
124
-985
| -89% | -$207K | 0.01% | 412 |
|
|
2017
Q3 | $212K | Buy |
1,109
+26
| +2% | +$4.97K | 0.08% | 175 |
|
|
2017
Q2 | $206K | Buy |
1,083
+55
| +5% | +$10.5K | 0.09% | 172 |
|
|
2017
Q1 | $184K | Buy |
1,028
+32
| +3% | +$5.73K | 0.08% | 182 |
|
|
2016
Q4 | $161K | Hold |
996
| – | – | 0.07% | 195 |
|
|
2016
Q3 | $175K | Buy |
996
+134
| +16% | +$23.5K | 0.08% | 177 |
|
|
2016
Q2 | $143K | Buy |
862
+161
| +23% | +$26.7K | 0.07% | 186 |
|
|
2016
Q1 | $103K | Buy |
701
+208
| +42% | +$30.6K | 0.05% | 228 |
|
|
2015
Q4 | $74K | Buy |
+493
| New | +$74K | 0.03% | 260 |
|