LFASL
Lugano Financial Advisors SA (LFA)’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-863
| Closed | -$59.8K | – | 170 |
|
|
2023
Q1 | $59.8K | Hold |
863
| – | – | 0.05% | 84 |
|
|
2022
Q4 | $62.1K | Buy |
863
+463
| +116% | +$33.3K | 0.05% | 83 |
|
|
2022
Q3 | $28K | Hold |
400
| – | – | 0.02% | 96 |
|
|
2022
Q2 | $30K | Buy |
+400
| New | +$30K | 0.02% | 100 |
|
|
2022
Q1 | – | Sell |
-863
| Closed | -$54K | – | 113 |
|
|
2021
Q4 | $54K | Buy |
+863
| New | +$54K | 0.03% | 89 |
|
|
2021
Q1 | – | Sell |
-35
| Closed | -$2K | – | 97 |
|
|
2020
Q4 | $2K | Sell |
35
-10,749
| -100% | -$614K | ﹤0.01% | 101 |
|
|
2020
Q3 | $671K | Buy |
10,784
+301
| +3% | +$18.7K | 0.62% | 34 |
|
|
2020
Q2 | $612K | Sell |
10,483
-4,370
| -29% | -$255K | 0.65% | 31 |
|
|
2020
Q1 | $935K | Sell |
14,853
-527
| -3% | -$33.2K | 0.84% | 27 |
|
|
2019
Q4 | $987K | Buy |
+15,380
| New | +$987K | 0.72% | 25 |
|
|
2019
Q2 | $150K | Buy |
3,307
+100
| +3% | +$4.54K | 0.09% | 81 |
|
|
2019
Q1 | $153K | Hold |
3,207
| – | – | 0.09% | 86 |
|
|
2018
Q4 | $199K | Hold |
3,207
| – | – | 0.14% | 78 |
|
|
2018
Q3 | $199K | Buy |
3,207
+1,481
| +86% | +$91.9K | 0.14% | 78 |
|
|
2018
Q2 | $95K | Buy |
+1,726
| New | +$95K | 0.09% | 83 |
|