Integrated Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
$702K Sell
12,910
-108
-0.8% -$5.87K 0.24% 109
2016
Q4
$761K Sell
13,018
-1,369
-10% -$80K 0.28% 93
2016
Q3
$776K Buy
14,387
+266
+2% +$14.3K 0.28% 83
2016
Q2
$1.04M Sell
14,121
-1,425
-9% -$105K 0.4% 59
2016
Q1
$993K Sell
15,546
-1,194
-7% -$76.3K 0.42% 59
2015
Q4
$1.15M Buy
16,740
+273
+2% +$18.8K 0.5% 49
2015
Q3
$975K Sell
16,467
-1,249
-7% -$74K 0.43% 56
2015
Q2
$1.18M Sell
17,716
-864
-5% -$57.5K 0.46% 49
2015
Q1
$1.2M Buy
+18,580
New +$1.2M 0.5% 44