WP
WealthSource Partners’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,032
| Closed | -$255K | – | 496 |
|
|
2023
Q1 | $255K | Sell |
1,032
-53
| -5% | -$13.1K | 0.02% | 431 |
|
|
2022
Q4 | $276K | Buy |
1,085
+150
| +16% | +$38.1K | 0.02% | 412 |
|
|
2022
Q3 | $208K | Buy |
+935
| New | +$208K | 0.02% | 458 |
|
|
2020
Q1 | – | Sell |
-1,420
| Closed | -$386K | – | 346 |
|
|
2019
Q4 | $386K | Sell |
1,420
-491
| -26% | -$133K | 0.05% | 268 |
|
|
2019
Q3 | $484K | Buy |
1,911
+58
| +3% | +$14.7K | 0.07% | 245 |
|
|
2019
Q2 | $467K | Sell |
1,853
-360
| -16% | -$90.7K | 0.07% | 251 |
|
|
2019
Q1 | $553K | Sell |
2,213
-2,777
| -56% | -$694K | 0.12% | 153 |
|
|
2018
Q4 | $1.12M | Buy |
+4,990
| New | +$1.12M | 0.32% | 74 |
|
|
2018
Q3 | – | Sell |
-5,318
| Closed | -$1.27M | – | 316 |
|
|
2018
Q2 | $1.27M | Buy |
5,318
+3,285
| +162% | +$787K | 0.36% | 68 |
|
|
2018
Q1 | $441K | Buy |
2,033
+139
| +7% | +$30.2K | 0.13% | 157 |
|
|
2017
Q4 | $405K | Sell |
1,894
-408
| -18% | -$87.2K | 0.13% | 157 |
|
|
2017
Q3 | $451K | Buy |
2,302
+98
| +4% | +$19.2K | 0.15% | 147 |
|
|
2017
Q2 | $430K | Sell |
2,204
-159
| -7% | -$31K | 0.15% | 149 |
|
|
2017
Q1 | $433K | Buy |
2,363
+438
| +23% | +$80.3K | 0.16% | 139 |
|
|
2016
Q4 | $319K | Sell |
1,925
-3
| -0.2% | -$497 | 0.13% | 161 |
|
|
2016
Q3 | $347K | Buy |
+1,928
| New | +$347K | 0.13% | 164 |
|