SWM
Selective Wealth Management’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-106
| Closed | -$24K | – | 175 |
|
|
2022
Q3 | $24K | Buy |
106
+6
| +6% | +$1.36K | 0.01% | 397 |
|
|
2022
Q2 | $25K | Hold |
100
| – | – | 0.01% | 433 |
|
|
2022
Q1 | $27K | Sell |
100
-200
| -67% | -$54K | 0.01% | 405 |
|
|
2021
Q4 | $75K | Hold |
300
| – | – | 0.03% | 223 |
|
|
2021
Q3 | $74K | Buy |
300
+100
| +50% | +$24.7K | 0.04% | 213 |
|
|
2021
Q2 | $49K | Buy |
+200
| New | +$49K | 0.04% | 190 |
|