TWA
TCI Wealth Advisors’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-169
| Closed | -$41.8K | – | 427 |
|
|
2023
Q1 | $41.8K | Hold |
169
| – | – | 0.01% | 470 |
|
|
2022
Q4 | $43K | Sell |
169
-145
| -46% | -$36.9K | 0.01% | 446 |
|
|
2022
Q3 | $70K | Buy |
314
+22
| +8% | +$4.9K | 0.01% | 302 |
|
|
2022
Q2 | $72K | Sell |
292
-20
| -6% | -$4.93K | 0.01% | 295 |
|
|
2022
Q1 | $83K | Buy |
312
+2
| +0.6% | +$532 | 0.01% | 292 |
|
|
2021
Q4 | $78K | Buy |
310
+22
| +8% | +$5.54K | 0.01% | 307 |
|
|
2021
Q3 | $71K | Buy |
288
+9
| +3% | +$2.22K | 0.01% | 330 |
|
|
2021
Q2 | $68K | Buy |
279
+15
| +6% | +$3.66K | 0.01% | 316 |
|
|
2021
Q1 | $64K | Buy |
264
+38
| +17% | +$9.21K | 0.03% | 293 |
|
|
2020
Q4 | $57K | Sell |
226
-654
| -74% | -$165K | 0.03% | 290 |
|
|
2020
Q3 | $205K | Hold |
880
| – | – | 0.08% | 140 |
|
|
2020
Q2 | $211K | Sell |
880
-6
| -0.7% | -$1.44K | 0.09% | 133 |
|
|
2020
Q1 | $204K | Sell |
886
-56
| -6% | -$12.9K | 0.1% | 135 |
|
|
2019
Q4 | $256K | Buy |
942
+24
| +3% | +$6.52K | 0.1% | 144 |
|
|
2019
Q3 | $232K | Hold |
918
| – | – | 0.1% | 127 |
|
|
2019
Q2 | $231K | Sell |
918
-6
| -0.6% | -$1.51K | 0.1% | 127 |
|
|
2019
Q1 | $231K | Sell |
924
-4
| -0.4% | -$1K | 0.1% | 134 |
|
|
2018
Q4 | $209K | Sell |
928
-10
| -1% | -$2.25K | 0.1% | 133 |
|
|
2018
Q3 | $245K | Sell |
938
-18
| -2% | -$4.7K | 0.1% | 128 |
|
|
2018
Q2 | $229K | Buy |
956
+28
| +3% | +$6.71K | 0.1% | 139 |
|
|
2018
Q1 | $201K | Sell |
928
-310
| -25% | -$67.1K | 0.09% | 144 |
|
|
2017
Q4 | $265K | Buy |
1,238
+333
| +37% | +$71.3K | 0.12% | 132 |
|
|
2017
Q3 | $177K | Sell |
905
-12
| -1% | -$2.35K | 0.09% | 155 |
|
|
2017
Q2 | $179K | Sell |
917
-68
| -7% | -$13.3K | 0.09% | 145 |
|
|
2017
Q1 | $181K | Hold |
985
| – | – | 0.09% | 143 |
|
|
2016
Q4 | $163K | Hold |
985
| – | – | 0.09% | 159 |
|
|
2016
Q3 | $177K | Sell |
985
-221
| -18% | -$39.7K | 0.1% | 142 |
|
|
2016
Q2 | $205K | Buy |
1,206
+167
| +16% | +$28.4K | 0.11% | 124 |
|
|
2016
Q1 | $158K | Sell |
1,039
-49
| -5% | -$7.45K | 0.09% | 150 |
|
|
2015
Q4 | $168K | Sell |
1,088
-596
| -35% | -$92K | 0.09% | 148 |
|
|
2015
Q3 | $223K | Hold |
1,684
| – | – | 0.13% | 121 |
|
|
2015
Q2 | $239K | Buy |
+1,684
| New | +$239K | 0.14% | 115 |
|
|
2015
Q1 | – | Sell |
-2,071
| Closed | -$288K | – | 885 |
|
|
2014
Q4 | $288K | Sell |
2,071
-21
| -1% | -$2.92K | 0.18% | 98 |
|
|
2014
Q3 | $238K | Hold |
2,092
| – | – | 0.15% | 103 |
|
|
2014
Q2 | $247K | Hold |
2,092
| – | – | 0.15% | 106 |
|
|
2014
Q1 | $245K | Sell |
2,092
-3
| -0.1% | -$351 | 0.16% | 108 |
|
|
2013
Q4 | $231K | Sell |
2,095
-4
| -0.2% | -$441 | 0.14% | 108 |
|
|
2013
Q3 | $210K | Buy |
2,099
+76
| +4% | +$7.6K | 0.16% | 99 |
|
|
2013
Q2 | $200K | Buy |
+2,023
| New | +$200K | 0.15% | 101 |
|