Lehman Financial Resources’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
Q3 | $245K | Buy |
3,949
+192
| +5% | +$11.9K | 0.11% | 81 |
|
2018
Q2 | $207K | Buy |
+3,757
| New | +$207K | 0.1% | 78 |
|
2015
Q4 | – | Sell |
-2,315
| Closed | -$137K | – | 94 |
|
2015
Q3 | $137K | Hold |
2,315
| – | – | 0.07% | 70 |
|
2015
Q2 | $154K | Hold |
2,315
| – | – | 0.07% | 69 |
|
2015
Q1 | $149K | Hold |
2,315
| – | – | 0.07% | 75 |
|
2014
Q4 | $137K | Buy |
2,315
+1,500
| +184% | +$88.8K | 0.07% | 79 |
|
2014
Q3 | $42K | Hold |
815
| – | – | 0.02% | 165 |
|
2014
Q2 | $40K | Hold |
815
| – | – | 0.02% | 165 |
|
2014
Q1 | $42K | Hold |
815
| – | – | 0.02% | 152 |
|
2013
Q4 | $43K | Hold |
815
| – | – | 0.03% | 143 |
|
2013
Q3 | $38K | Hold |
815
| – | – | 0.02% | 139 |
|
2013
Q2 | $36K | Buy |
+815
| New | +$36K | 0.02% | 121 |
|