Holistic Financial 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 Q2	–	Sell	-1,703	Closed	-$108K	–	78
2018 Q1	$108K	Sell	1,703 -315	-16%	-$20K	0.09%	105
2017 Q4	$124K	Buy	+2,018	New	+$124K	0.1%	99