Long Run 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,236
| Closed | -$233K | – | 95 |
|
|
2022
Q4 | $233K | Sell |
3,236
-823
| -20% | -$59.2K | 0.08% | 90 |
|
|
2022
Q3 | $289K | Sell |
4,059
-10
| -0.2% | -$712 | 0.11% | 82 |
|
|
2022
Q2 | $313K | Hold |
4,069
| – | – | 0.12% | 78 |
|
|
2022
Q1 | $296K | Hold |
4,069
| – | – | 0.1% | 83 |
|
|
2021
Q4 | $254K | Buy |
+4,069
| New | +$254K | 0.09% | 91 |
|