IFWM
BMY.RT
Institute for Wealth Management’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-811,275
| Closed | -$560K | – | 476 |
|
|
2020
Q4 | $560K | Buy |
811,275
+162,812
| +25% | +$112K | 0.11% | 223 |
|
|
2020
Q3 | $1.46M | Buy |
648,463
+111,548
| +21% | +$251K | 0.33% | 76 |
|
|
2020
Q2 | $1.92M | Buy |
536,915
+329,054
| +158% | +$1.18M | 0.47% | 41 |
|
|
2020
Q1 | $790K | Sell |
207,861
-1,580
| -0.8% | -$6.01K | 0.24% | 109 |
|
|
2019
Q4 | $630K | Buy |
+209,441
| New | +$630K | 0.14% | 213 |
|