Lenox 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
Q2 | $49K | Sell |
833
-452
| -35% | -$26.6K | 0.02% | 255 |
|
|
2020
Q1 | $71K | Buy |
1,285
+936
| +268% | +$51.7K | 0.02% | 213 |
|
|
2019
Q4 | $22K | Buy |
349
+49
| +16% | +$3.09K | 0.01% | 352 |
|
|
2019
Q3 | $15K | Sell |
300
-75
| -20% | -$3.75K | ﹤0.01% | 393 |
|
|
2019
Q2 | $17K | Buy |
375
+275
| +275% | +$12.5K | 0.01% | 363 |
|
|
2019
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 512 |
|
|
2018
Q2 | – | Sell |
-728
| Closed | -$46K | – | 577 |
|
|
2018
Q1 | $46K | Sell |
728
-800
| -52% | -$50.5K | 0.01% | 218 |
|
|
2017
Q4 | $94K | Buy |
1,528
+728
| +91% | +$44.8K | 0.03% | 166 |
|
|
2017
Q3 | $50K | Hold |
800
| – | – | 0.02% | 222 |
|
|
2017
Q2 | $45K | Buy |
+800
| New | +$45K | 0.02% | 211 |
|