SIA
Schechter Investment Advisors’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,072
| Closed | -$277K | – | 658 |
|
|
2023
Q3 | $277K | Buy |
1,072
+172
| +19% | +$44.5K | 0.03% | 470 |
|
|
2023
Q2 | $238K | Buy |
900
+37
| +4% | +$9.77K | 0.02% | 545 |
|
|
2023
Q1 | $214K | Sell |
863
-194
| -18% | -$48K | 0.02% | 601 |
|
|
2022
Q4 | $269K | Buy |
1,057
+12
| +1% | +$3.05K | 0.02% | 656 |
|
|
2022
Q3 | $233K | Buy |
1,045
+44
| +4% | +$9.81K | 0.02% | 787 |
|
|
2022
Q2 | $246K | Sell |
1,001
-144
| -13% | -$35.4K | 0.02% | 776 |
|
|
2022
Q1 | $305K | Buy |
+1,145
| New | +$305K | 0.03% | 699 |
|