Walled Lake Planning & Wealth Management’s Becton Dickinson BDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-269
| Closed | -$64K | – | 127 |
|
|
2021
Q3 | $64K | Sell |
269
-27
| -9% | -$6.42K | 0.04% | 147 |
|
|
2021
Q2 | $70K | Hold |
296
| – | – | 0.05% | 140 |
|
|
2021
Q1 | $70K | Sell |
296
-7
| -2% | -$1.66K | 0.05% | 131 |
|
|
2020
Q4 | $74K | Buy |
303
+1
| +0.3% | +$244 | 0.06% | 112 |
|
|
2020
Q3 | $69K | Sell |
302
-442
| -59% | -$101K | 0.06% | 108 |
|
|
2020
Q2 | $174K | Sell |
744
-29
| -4% | -$6.78K | 0.15% | 65 |
|
|
2020
Q1 | $173K | Sell |
773
-45
| -6% | -$10.1K | 0.16% | 63 |
|
|
2019
Q4 | $217K | Buy |
+818
| New | +$217K | 0.16% | 62 |
|