Gary Goldberg Planning Services’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$315K Buy
5,329
+11
+0.2% +$650 0.13% 84
2014
Q3
$272K Sell
5,318
-465
-8% -$23.8K 0.11% 92
2014
Q2
$281K Sell
5,783
-33
-0.6% -$1.6K 0.12% 95
2014
Q1
$302K Buy
5,816
+17
+0.3% +$883 0.15% 85
2013
Q4
$308K Sell
5,799
-1,079
-16% -$57.3K 0.18% 78
2013
Q3
$318K Buy
6,878
+26
+0.4% +$1.2K 0.19% 71
2013
Q2
$306K Buy
+6,852
New +$306K 0.2% 66