Acorn Financial Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,824
| Closed | -$390K | – | 218 |
|
|
2021
Q2 | $390K | Buy |
5,824
+100
| +2% | +$6.7K | 0.12% | 165 |
|
|
2021
Q1 | $358K | Buy |
5,724
+1
| +0% | +$63 | 0.13% | 152 |
|
|
2020
Q4 | $357K | Buy |
5,723
+29
| +0.5% | +$1.81K | 0.14% | 155 |
|
|
2020
Q3 | $344K | Buy |
5,694
+126
| +2% | +$7.61K | 0.18% | 141 |
|
|
2020
Q2 | $328K | Sell |
5,568
-150
| -3% | -$8.84K | 0.23% | 137 |
|
|
2020
Q1 | $318K | Hold |
5,718
| – | – | 0.31% | 112 |
|
|
2019
Q4 | $368K | Buy |
+5,718
| New | +$368K | 0.31% | 113 |
|