Dougherty Wealth Advisers’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,070
| Closed | -$66K | – | 133 |
|
|
2020
Q4 | $66K | Hold |
1,070
| – | – | 0.1% | 82 |
|
|
2020
Q3 | $65K | Hold |
1,070
| – | – | 0.22% | 79 |
|
|
2020
Q2 | $63K | Hold |
1,070
| – | – | 0.23% | 83 |
|
|
2020
Q1 | $60K | Hold |
1,070
| – | – | 0.24% | 80 |
|
|
2019
Q4 | $69K | Buy |
+1,070
| New | +$69K | 0.21% | 85 |
|
|
2019
Q3 | – | Sell |
-1,255
| Closed | -$57K | – | 181 |
|
|
2019
Q2 | $57K | Hold |
1,255
| – | – | 0.16% | 101 |
|
|
2019
Q1 | $60K | Hold |
1,255
| – | – | 0.2% | 88 |
|
|
2018
Q4 | $63K | Buy |
+1,255
| New | +$63K | 0.21% | 88 |
|