Jupiter 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,180
| Closed | -$486K | – | 71 |
|
|
2020
Q2 | $486K | Hold |
8,180
| – | – | 0.24% | 50 |
|
|
2020
Q1 | $493K | Hold |
8,180
| – | – | 0.29% | 46 |
|
|
2019
Q4 | $543K | Buy |
8,180
+180
| +2% | +$11.9K | 0.26% | 52 |
|
|
2019
Q3 | $406K | Hold |
8,000
| – | – | 0.22% | 56 |
|
|
2019
Q2 | $353K | Hold |
8,000
| – | – | 0.17% | 62 |
|
|
2019
Q1 | $364K | Buy |
+8,000
| New | +$364K | 0.18% | 59 |
|