XWM
Xcel Wealth Management’s Becton Dickinson BDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,212
| Closed | -$305K | – | 138 |
|
|
2021
Q4 | $305K | Hold |
1,212
| – | – | 0.08% | 126 |
|
|
2021
Q3 | $298K | Hold |
1,212
| – | – | 0.09% | 122 |
|
|
2021
Q2 | $295K | Hold |
1,212
| – | – | 0.09% | 123 |
|
|
2021
Q1 | $295K | Hold |
1,212
| – | – | 0.11% | 111 |
|
|
2020
Q4 | $303K | Hold |
1,212
| – | – | 0.13% | 100 |
|
|
2020
Q3 | $282K | Hold |
1,212
| – | – | 0.15% | 92 |
|
|
2020
Q2 | $289K | Buy |
+1,212
| New | +$289K | 0.18% | 83 |
|