Heritage Wealth Advisors’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,424
| Closed | -$6K | – | 600 |
|
|
2020
Q4 | $6K | Buy |
8,424
+7,644
| +980% | +$5.44K | ﹤0.01% | 485 |
|
|
2020
Q3 | $1.76K | Hold |
780
| – | – | ﹤0.01% | 449 |
|
|
2020
Q2 | $2.79K | Buy |
780
+50
| +7% | +$179 | ﹤0.01% | 420 |
|
|
2020
Q1 | $2.77K | Buy |
730
+502
| +220% | +$1.91K | ﹤0.01% | 413 |
|
|
2019
Q4 | $686 | Buy |
+228
| New | +$686 | ﹤0.01% | 692 |
|