Evolution Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,289
| Closed | -$135K | – | 219 |
|
|
2021
Q3 | $135K | Buy |
2,289
+785
| +52% | +$46.3K | 0.03% | 135 |
|
|
2021
Q2 | $100K | Buy |
1,504
+13
| +0.9% | +$864 | 0.02% | 162 |
|
|
2021
Q1 | $94K | Sell |
1,491
-176
| -11% | -$11.1K | 0.02% | 152 |
|
|
2020
Q4 | $103K | Sell |
1,667
-188
| -10% | -$11.6K | 0.02% | 132 |
|
|
2020
Q3 | $112K | Buy |
1,855
+555
| +43% | +$33.5K | 0.03% | 134 |
|
|
2020
Q2 | $76K | Buy |
1,300
+161
| +14% | +$9.41K | 0.02% | 123 |
|
|
2020
Q1 | $63K | Sell |
1,139
-218
| -16% | -$12.1K | 0.03% | 104 |
|
|
2019
Q4 | $87K | Buy |
1,357
+232
| +21% | +$14.9K | 0.02% | 118 |
|
|
2019
Q3 | $57K | Buy |
1,125
+29
| +3% | +$1.47K | 0.03% | 51 |
|
|
2019
Q2 | $50K | Buy |
+1,096
| New | +$50K | 0.02% | 85 |
|