Lenox Wealth Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$215K	Sell	2,764 -267	-9%	-$20.8K	0.03%	110
2021 Q4	$189K	Buy	3,031 +78	+3%	+$4.86K	0.02%	115
2021 Q3	$175K	Sell	2,953 -58	-2%	-$3.44K	0.02%	114
2021 Q2	$201K	Buy	3,011 +1,950	+184%	+$130K	0.03%	103
2021 Q1	$67K	Sell	1,061 -36	-3%	-$2.27K	0.01%	154
2020 Q4	$68K	Buy	1,097 +86	+9%	+$5.33K	0.01%	154
2020 Q3	$61K	Hold	1,011	–	–	0.01%	145
2020 Q2	$59K	Sell	1,011 -80	-7%	-$4.67K	0.01%	141
2020 Q1	$61K	Sell	1,091 -7	-0.6%	-$391	0.01%	123
2019 Q4	$70K	Buy	1,098 +462	+73%	+$29.5K	0.01%	142
2019 Q3	$32K	Buy	636 +539	+556%	+$27.1K	0.01%	208
2019 Q2	$4K	Sell	97 -145	-60%	-$5.98K	﹤0.01%	325
2019 Q1	$12K	Buy	+242	New	+$12K	﹤0.01%	253
2018 Q2	–	Sell	-268	Closed	-$17K	–	555
2018 Q1	$17K	Sell	268 -3,262	-92%	-$207K	﹤0.01%	287
2017 Q4	$216K	Buy	3,530 +3,525	+70,500%	+$216K	0.06%	39
2017 Q3	$0	Buy	+5	New	–	﹤0.01%	243
2017 Q1	–	Sell	-1,000	Closed	-$58K	–	90
2016 Q4	$58K	Hold	1,000	–	–	0.02%	48
2016 Q3	$54K	Hold	1,000	–	–	0.02%	80
2016 Q2	$74K	Hold	1,000	–	–	0.02%	66
2016 Q1	$64K	Sell	1,000 -500	-33%	-$32K	0.02%	74
2015 Q4	$103K	Hold	1,500	–	–	0.03%	50
2015 Q3	$89K	Buy	+1,500	New	+$89K	0.03%	54
2015 Q2	–	Sell	-1,000	Closed	-$65K	–	299
2015 Q1	$65K	Hold	1,000	–	–	0.03%	65
2014 Q4	$59K	Hold	1,000	–	–	0.02%	71
2014 Q3	$51K	Buy	+1,000	New	+$51K	0.02%	73
2014 Q1	–	Sell	-1,055	Closed	-$56K	–	204
2013 Q4	$56K	Buy	+1,055	New	+$56K	0.04%	63