Baldwin Wealth Partners’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-946
| Closed | -$1K | – | 644 |
|
|
2020
Q4 | $1K | Hold |
946
| – | – | ﹤0.01% | 548 |
|
|
2020
Q3 | $2K | Buy |
946
+175
| +23% | +$370 | ﹤0.01% | 514 |
|
|
2020
Q2 | $3K | Hold |
771
| – | – | ﹤0.01% | 503 |
|
|
2020
Q1 | $3K | Hold |
771
| – | – | ﹤0.01% | 509 |
|
|
2019
Q4 | $2K | Buy |
+771
| New | +$2K | ﹤0.01% | 527 |
|