Greenhouse Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,801
| Closed | -$201K | – | 55 |
|
2022
Q4 | $201K | Buy |
+2,801
| New | +$201K | 0.2% | 50 |
|
2022
Q3 | – | Sell |
-2,761
| Closed | -$213K | – | 50 |
|
2022
Q2 | $213K | Buy |
2,761
+20
| +0.7% | +$1.54K | 0.23% | 48 |
|
2022
Q1 | $200K | Buy |
+2,741
| New | +$200K | 0.19% | 50 |
|
2021
Q1 | – | Sell |
-2,637
| Closed | -$164K | – | 60 |
|
2020
Q4 | $164K | Buy |
+2,637
| New | +$164K | 0.16% | 56 |
|