Leonard Rickey Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,323
| Closed | -$254K | – | 64 |
|
|
2020
Q2 | $254K | Sell |
4,323
-1,088
| -20% | -$63.9K | 0.17% | 54 |
|
|
2020
Q1 | $302K | Sell |
5,411
-453
| -8% | -$25.3K | 0.23% | 40 |
|
|
2019
Q4 | $376K | Buy |
5,864
+1,404
| +31% | +$90K | 0.23% | 42 |
|
|
2019
Q3 | $226K | Buy |
4,460
+14
| +0.3% | +$709 | 0.15% | 68 |
|
|
2019
Q2 | $202K | Buy |
+4,446
| New | +$202K | 0.14% | 72 |
|