IWA
IBEX Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-96
| Closed | -$6K | – | 216 |
|
|
2021
Q3 | $6K | Buy |
+96
| New | +$6K | ﹤0.01% | 382 |
|
|
2021
Q2 | – | Sell |
-89,983
| Closed | -$5.68M | – | 186 |
|
|
2021
Q1 | $5.68M | Sell |
89,983
-2,202
| -2% | -$139K | 1.4% | 17 |
|
|
2020
Q4 | $5.72M | Buy |
92,185
+630
| +0.7% | +$39.1K | 1.49% | 19 |
|
|
2020
Q3 | $5.52M | Buy |
91,555
+6,118
| +7% | +$369K | 1.6% | 17 |
|
|
2020
Q2 | $5.02M | Sell |
85,437
-4,531
| -5% | -$266K | 1.61% | 17 |
|
|
2020
Q1 | $5.01M | Buy |
89,968
+26,040
| +41% | +$1.45M | 1.95% | 10 |
|
|
2019
Q4 | $4.1M | Buy |
+63,928
| New | +$4.1M | 1.26% | 25 |
|
|
2017
Q1 | – | Sell |
-65
| Closed | -$3K | – | 106 |
|
|
2016
Q4 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 411 |
|