Ahrens Investment Partners’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $63.1K | Buy |
+910
| New | +$63.1K | 0.03% | 282 |
|
2022
Q3 | – | Sell |
-1,160
| Closed | -$89K | – | 251 |
|
2022
Q2 | $89K | Buy |
1,160
+20
| +2% | +$1.53K | 0.04% | 240 |
|
2022
Q1 | $83K | Buy |
1,140
+400
| +54% | +$29.1K | 0.03% | 303 |
|
2021
Q4 | $46K | Buy |
+740
| New | +$46K | 0.02% | 417 |
|
2021
Q1 | – | Sell |
-4,973
| Closed | -$308K | – | 214 |
|
2020
Q4 | $308K | Buy |
+4,973
| New | +$308K | 0.17% | 124 |
|
2019
Q3 | – | Sell |
-10,503
| Closed | -$476K | – | 166 |
|
2019
Q2 | $476K | Buy |
+10,503
| New | +$476K | 0.22% | 74 |
|