Strategic Wealth Management Group’s Becton Dickinson BDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$215K Sell
908
-231
-20% -$54.7K 0.08% 119
2021
Q1
$270K Sell
1,139
-304
-21% -$72.1K 0.1% 114
2020
Q4
$352K Buy
1,443
+55
+4% +$13.4K 0.15% 77
2020
Q3
$315K Hold
1,388
0.15% 78
2020
Q2
$324K Buy
1,388
+54
+4% +$12.6K 0.19% 63
2020
Q1
$299K Buy
1,334
+4
+0.3% +$897 0.22% 57
2019
Q4
$353K Hold
1,330
0.23% 58
2019
Q3
$328K Sell
1,330
-7
-0.5% -$1.73K 0.24% 57
2019
Q2
$329K Buy
1,337
+7
+0.5% +$1.72K 0.25% 55
2019
Q1
$324K Hold
1,330
0.27% 57
2018
Q4
$292K Buy
+1,330
New +$292K 0.28% 60