Peak Financial 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
Q4 | – | Sell |
-9,604
| Closed | -$2.14M | – | 67 |
|
2022
Q3 | $2.14M | Buy |
9,604
+64
| +0.7% | +$14.3K | 2.63% | 11 |
|
2022
Q2 | $2.35M | Sell |
9,540
-421
| -4% | -$104K | 2.33% | 12 |
|
2022
Q1 | $2.59M | Buy |
+9,961
| New | +$2.59M | 2.22% | 15 |
|
2021
Q1 | – | Sell |
-6,323
| Closed | -$1.54M | – | 71 |
|
2020
Q4 | $1.54M | Buy |
+6,323
| New | +$1.54M | 1.33% | 33 |
|