Biegel & Waller’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $269K | Buy |
5,300
+500
| +10% | +$25.4K | 0.15% | 59 |
|
|
2019
Q2 | $218K | Sell |
4,800
-767
| -14% | -$34.8K | 0.11% | 70 |
|
|
2019
Q1 | $266K | Sell |
5,567
-167
| -3% | -$7.98K | 0.14% | 62 |
|
|
2018
Q4 | $298K | Hold |
5,734
| – | – | 0.18% | 48 |
|
|
2018
Q3 | $356K | Buy |
5,734
+67
| +1% | +$4.16K | 0.21% | 45 |
|
|
2018
Q2 | $314K | Hold |
5,667
| – | – | 0.2% | 47 |
|
|
2018
Q1 | $358K | Hold |
5,667
| – | – | 0.23% | 32 |
|
|
2017
Q4 | $347K | Sell |
5,667
-253
| -4% | -$15.5K | 0.2% | 35 |
|
|
2017
Q3 | $377K | Hold |
5,920
| – | – | 0.24% | 31 |
|
|
2017
Q2 | $330K | Hold |
5,920
| – | – | 0.2% | 35 |
|
|
2017
Q1 | $322K | Hold |
5,920
| – | – | 0.22% | 31 |
|
|
2016
Q4 | $277K | Buy |
+5,920
| New | +$277K | 0.19% | 34 |
|