Summit Financial Wealth Advisors’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,973
| Closed | -$440K | – | 145 |
|
|
2016
Q1 | $440K | Hold |
2,973
| – | – | 0.19% | 95 |
|
|
2015
Q4 | $447K | Hold |
2,973
| – | – | 0.2% | 92 |
|
|
2015
Q3 | $384K | Sell |
2,973
-186
| -6% | -$24K | 0.25% | 63 |
|
|
2015
Q2 | $436K | Hold |
3,159
| – | – | 0.27% | 60 |
|
|
2015
Q1 | $428K | Hold |
3,159
| – | – | 0.29% | 51 |
|
|
2014
Q4 | $429K | Buy |
+3,159
| New | +$429K | 0.3% | 48 |
|