Aveo Capital 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
Q2 | – | Sell |
-3,052
| Closed | -$212K | – | 339 |
|
|
2023
Q1 | $212K | Sell |
3,052
-35
| -1% | -$2.43K | 0.03% | 318 |
|
|
2022
Q4 | $222K | Sell |
3,087
-349
| -10% | -$25.1K | 0.03% | 301 |
|
|
2022
Q3 | $244K | Sell |
3,436
-330
| -9% | -$23.4K | 0.04% | 242 |
|
|
2022
Q2 | $290K | Sell |
3,766
-21
| -0.6% | -$1.62K | 0.05% | 225 |
|
|
2022
Q1 | $277K | Buy |
3,787
+2
| +0.1% | +$146 | 0.05% | 224 |
|
|
2021
Q4 | $236K | Sell |
3,785
-477
| -11% | -$29.7K | 0.04% | 251 |
|
|
2021
Q3 | $252K | Sell |
4,262
-725
| -15% | -$42.9K | 0.05% | 225 |
|
|
2021
Q2 | $333K | Buy |
4,987
+766
| +18% | +$51.1K | 0.07% | 201 |
|
|
2021
Q1 | $266K | Buy |
+4,221
| New | +$266K | 0.07% | 206 |
|
|
2017
Q1 | – | Sell |
-5,181
| Closed | -$303K | – | 141 |
|
|
2016
Q4 | $303K | Buy |
+5,181
| New | +$303K | 0.09% | 147 |
|