SMFS
Squar Milner Financial Services’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,514
| Closed | -$602K | – | 24 |
|
|
2020
Q2 | $602K | Buy |
2,514
+193
| +8% | +$46.2K | 0.34% | 79 |
|
|
2020
Q1 | $533K | Buy |
2,321
+79
| +4% | +$18.1K | 0.32% | 66 |
|
|
2019
Q4 | $609K | Sell |
2,242
-580
| -21% | -$158K | 0.3% | 71 |
|
|
2019
Q3 | $657K | Buy |
2,822
+1,091
| +63% | +$254K | 0.34% | 79 |
|
|
2019
Q2 | $436K | Buy |
1,731
+350
| +25% | +$88.2K | 0.29% | 83 |
|
|
2019
Q1 | $344K | Buy |
1,381
+89
| +7% | +$22.2K | 0.25% | 89 |
|
|
2018
Q4 | $291K | Buy |
1,292
+4
| +0.3% | +$901 | 0.28% | 92 |
|
|
2018
Q3 | $336K | Buy |
1,288
+129
| +11% | +$33.7K | 0.3% | 86 |
|
|
2018
Q2 | $278K | Hold |
1,159
| – | – | 0.25% | 110 |
|
|
2018
Q1 | $251K | Hold |
1,159
| – | – | 0.32% | 113 |
|
|
2017
Q4 | $284K | Buy |
+1,159
| New | +$284K | 0.34% | 101 |
|