Heartwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,277
| Closed | -$210K | – | 134 |
|
|
2023
Q2 | $210K | Sell |
3,277
-26
| -0.8% | -$1.66K | 0.03% | 131 |
|
|
2023
Q1 | $229K | Hold |
3,303
| – | – | 0.03% | 118 |
|
|
2022
Q4 | $238K | Sell |
3,303
-69
| -2% | -$4.97K | 0.04% | 113 |
|
|
2022
Q3 | $240K | Buy |
3,372
+756
| +29% | +$53.8K | 0.04% | 104 |
|
|
2022
Q2 | $201K | Buy |
+2,616
| New | +$201K | 0.03% | 114 |
|