CWA
Cypress Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.41M | Sell |
29,456
-134
| -0.5% | -$6.39K | 1.61% | 23 |
|
|
2018
Q4 | $1.54M | Buy |
29,590
+181
| +0.6% | +$9.41K | 2.11% | 12 |
|
|
2018
Q3 | $1.83M | Sell |
29,409
-120
| -0.4% | -$7.45K | 1.92% | 17 |
|
|
2018
Q2 | $1.63M | Sell |
29,529
-393
| -1% | -$21.7K | 1.77% | 20 |
|
|
2018
Q1 | $1.89M | Hold |
29,922
| – | – | 2.05% | 14 |
|
|
2017
Q4 | $1.83M | Buy |
29,922
+393
| +1% | +$24.1K | 1.76% | 19 |
|
|
2017
Q3 | $1.88M | Buy |
29,529
+7,380
| +33% | +$470K | 3.04% | 7 |
|
|
2017
Q2 | $1.23M | Sell |
22,149
-12,502
| -36% | -$697K | 1.44% | 18 |
|
|
2017
Q1 | $1.88M | Sell |
34,651
-374
| -1% | -$20.3K | 0.86% | 26 |
|
|
2016
Q4 | $2.05M | Buy |
35,025
+1,780
| +5% | +$104K | 0.93% | 26 |
|
|
2016
Q3 | $1.79M | Sell |
33,245
-479
| -1% | -$25.8K | 0.81% | 29 |
|
|
2016
Q2 | $2.48M | Buy |
33,724
+400
| +1% | +$29.4K | 1.23% | 17 |
|
|
2016
Q1 | $2.13M | Buy |
33,324
+8
| +0% | +$511 | 0.97% | 23 |
|
|
2015
Q4 | $2.29M | Buy |
33,316
+2,604
| +8% | +$179K | 1.16% | 21 |
|
|
2015
Q3 | $1.82M | Buy |
30,712
+691
| +2% | +$40.9K | 0.98% | 20 |
|
|
2015
Q2 | $2M | Buy |
+30,021
| New | +$2M | 1.17% | 20 |
|