LifePlan Financial Group’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 | $216K | Hold |
3,584
| – | – | 0.09% | 124 |
|
|
2020
Q2 | $211K | Hold |
3,584
| – | – | 0.1% | 118 |
|
|
2020
Q1 | $200K | Sell |
3,584
-6
| -0.2% | -$335 | 0.11% | 114 |
|
|
2019
Q4 | $230K | Buy |
3,590
+48
| +1% | +$3.08K | 0.1% | 123 |
|
|
2019
Q3 | $180K | Hold |
3,542
| – | – | 0.08% | 135 |
|
|
2019
Q2 | $161K | Hold |
3,542
| – | – | 0.08% | 140 |
|
|
2019
Q1 | $169K | Hold |
3,542
| – | – | 0.09% | 140 |
|
|
2018
Q4 | $184K | Hold |
3,542
| – | – | 0.11% | 126 |
|
|
2018
Q3 | $220K | Hold |
3,542
| – | – | 0.12% | 117 |
|
|
2018
Q2 | $196K | Hold |
3,542
| – | – | 0.11% | 119 |
|
|
2018
Q1 | $224K | Hold |
3,542
| – | – | 0.13% | 106 |
|
|
2017
Q4 | $226K | Hold |
3,542
| – | – | 0.14% | 103 |
|
|
2017
Q3 | $226K | Buy |
+3,542
| New | +$226K | 0.14% | 103 |
|
|
2014
Q2 | – | Sell |
-1,540
| Closed | -$80K | – | 81 |
|
|
2014
Q1 | $80K | Hold |
1,540
| – | – | 0.06% | 93 |
|
|
2013
Q4 | $82K | Hold |
1,540
| – | – | 0.06% | 88 |
|
|
2013
Q3 | $71K | Buy |
+1,540
| New | +$71K | 0.06% | 89 |
|