Kaizen Advisory’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
Q4
$230K Buy
4,430
+662
+18% +$34.4K 0.16% 152
2018
Q3
$234K Hold
3,768
0.12% 156
2018
Q2
$209K Buy
3,768
+2,181
+137% +$121K 0.11% 158
2018
Q1
$100K Sell
1,587
-18,225
-92% -$1.15M 0.1% 129
2017
Q4
$1.21M Buy
+19,812
New +$1.21M 0.72% 53