SWS
SYSTM Wealth Solutions’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,771
| Closed | -$414K | – | 150 |
|
|
2024
Q2 | $414K | Buy |
1,771
+72
| +4% | +$16.8K | 0.09% | 151 |
|
|
2024
Q1 | $420K | Buy |
1,699
+174
| +11% | +$43.1K | 0.05% | 302 |
|
|
2023
Q4 | $372K | Sell |
1,525
-819
| -35% | -$200K | 0.05% | 302 |
|
|
2023
Q3 | $606K | Sell |
2,344
-6,050
| -72% | -$1.56M | 0.09% | 259 |
|
|
2023
Q2 | $2.22M | Sell |
8,394
-1,694
| -17% | -$447K | 0.3% | 88 |
|
|
2023
Q1 | $2.5M | Sell |
10,088
-7,351
| -42% | -$1.82M | 0.38% | 67 |
|
|
2022
Q4 | $4.43M | Buy |
+17,439
| New | +$4.43M | 0.55% | 40 |
|