Hefty Wealth Partners’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $76K | Hold |
1,196
| – | – | 0.05% | 124 |
|
|
2017
Q4 | $73K | Hold |
1,196
| – | – | 0.05% | 122 |
|
|
2017
Q3 | $76K | Hold |
1,196
| – | – | 0.05% | 115 |
|
|
2017
Q2 | $66K | Hold |
1,196
| – | – | 0.05% | 114 |
|
|
2017
Q1 | $65K | Hold |
1,196
| – | – | 0.05% | 113 |
|
|
2016
Q4 | $69K | Hold |
1,196
| – | – | 0.06% | 98 |
|
|
2016
Q3 | $64K | Buy |
1,196
+1,109
| +1,275% | +$59.3K | 0.05% | 112 |
|
|
2016
Q2 | $6K | Hold |
87
| – | – | 0.01% | 161 |
|
|
2016
Q1 | $5K | Hold |
87
| – | – | ﹤0.01% | 166 |
|
|
2015
Q4 | $5K | Buy |
+87
| New | +$5K | ﹤0.01% | 160 |
|