Advocacy Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-299
| Closed | -$19K | – | 189 |
|
|
2021
Q4 | $19K | Hold |
299
| – | – | ﹤0.01% | 96 |
|
|
2021
Q3 | $18K | Sell |
299
-900
| -75% | -$54.2K | ﹤0.01% | 98 |
|
|
2021
Q2 | $80K | Buy |
1,199
+900
| +301% | +$60.1K | 0.01% | 54 |
|
|
2021
Q1 | $19K | Buy |
299
+99
| +50% | +$6.29K | ﹤0.01% | 98 |
|
|
2020
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 109 |
|
|
2020
Q3 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 102 |
|
|
2018
Q1 | – | Sell |
-300
| Closed | -$18K | – | 204 |
|
|
2017
Q4 | $18K | Sell |
300
-300
| -50% | -$18K | 0.01% | 116 |
|
|
2017
Q3 | $38K | Hold |
600
| – | – | 0.02% | 79 |
|
|
2017
Q2 | $33K | Hold |
600
| – | – | 0.01% | 97 |
|
|
2017
Q1 | $33K | Hold |
600
| – | – | 0.01% | 104 |
|
|
2016
Q4 | $35K | Hold |
600
| – | – | 0.01% | 95 |
|
|
2016
Q3 | $32K | Sell |
600
-100
| -14% | -$5.33K | 0.01% | 149 |
|
|
2016
Q2 | $51K | Sell |
700
-275
| -28% | -$20K | 0.03% | 142 |
|
|
2016
Q1 | $62K | Sell |
975
-774
| -44% | -$49.2K | 0.04% | 165 |
|
|
2015
Q4 | $120K | Buy |
+1,749
| New | +$120K | 0.14% | 109 |
|
|
2013
Q3 | $54K | Sell |
1,175
-100
| -8% | -$4.6K | 0.15% | 105 |
|
|
2013
Q2 | $57K | Buy |
+1,275
| New | +$57K | 0.23% | 82 |
|