Hillcrest 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
2021 Q3	–	Sell	-3,800	Closed	-$254K	–	53
2021 Q2	$254K	Sell	3,800 -2,625	-41%	-$175K	0.15%	46
2021 Q1	$406K	Sell	6,425 -2,000	-24%	-$126K	0.25%	41
2020 Q4	$523K	Sell	8,425 -11,200	-57%	-$695K	0.35%	32
2020 Q3	$1.18M	Buy	+19,625	New	+$1.18M	0.84%	26