Caldwell Trust’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,262
2020
Q4
$23 Sell
2,262
-32
2020
Q3
$23 Sell
2,294
-91
2020
Q2
$24 Sell
2,385
-33
2020
Q1
$24 Sell
2,418
-16
2019
Q4
$24 Buy
+2,434