Compass Financial Advisors’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 |
-19,407
| Closed | -$1.35M | – | 6 |
|
|
2023
Q1 | $1.35M | Sell |
19,407
-1,093
| -5% | -$75.8K | 1.71% | 11 |
|
|
2022
Q4 | $1.47M | Sell |
20,500
-417
| -2% | -$30K | 1.99% | 8 |
|
|
2022
Q3 | $1.49M | Buy |
20,917
+15
| +0.1% | +$1.07K | 2.21% | 7 |
|
|
2022
Q2 | $1.61M | Sell |
20,902
-530
| -2% | -$40.8K | 2.19% | 6 |
|
|
2022
Q1 | $1.57M | Buy |
21,432
+368
| +2% | +$26.9K | 1.73% | 9 |
|
|
2021
Q4 | $1.31M | Buy |
+21,064
| New | +$1.31M | 1.45% | 13 |
|