BPWA
Beacon Pointe Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $649K | Buy |
10,129
+661
| +7% | +$42.4K | 0.12% | 139 |
|
2019
Q3 | $479K | Buy |
9,468
+70
| +0.7% | +$3.54K | 0.1% | 161 |
|
2019
Q2 | $429K | Sell |
9,398
-656
| -7% | -$29.9K | 0.09% | 174 |
|
2019
Q1 | $479K | Sell |
10,054
-420
| -4% | -$20K | 0.11% | 158 |
|
2018
Q4 | $544K | Buy |
+10,474
| New | +$544K | 0.2% | 122 |
|