Creative Planning’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-56,932
| Closed | -$39K | – | 2451 |
|
|
2020
Q4 | $39K | Buy |
56,932
+4,373
| +8% | +$3K | ﹤0.01% | 2049 |
|
|
2020
Q3 | $118K | Buy |
52,559
+743
| +1% | +$1.67K | ﹤0.01% | 1766 |
|
|
2020
Q2 | $186K | Sell |
51,816
-2,325
| -4% | -$8.35K | ﹤0.01% | 1530 |
|
|
2020
Q1 | $206K | Buy |
54,141
+253
| +0.5% | +$963 | ﹤0.01% | 1365 |
|
|
2019
Q4 | $162K | Buy |
+53,888
| New | +$162K | ﹤0.01% | 1671 |
|