Lumature Wealth Partners’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
Q2 | $9.59K | Hold |
150
| – | – | 0.01% | 315 |
|
|
2023
Q1 | $10.4K | Hold |
150
| – | – | 0.01% | 304 |
|
|
2022
Q4 | $10.8K | Hold |
150
| – | – | 0.01% | 303 |
|
|
2022
Q3 | $11K | Hold |
150
| – | – | 0.01% | 310 |
|
|
2022
Q2 | $12K | Sell |
150
-38
| -20% | -$3.04K | 0.01% | 313 |
|
|
2022
Q1 | $14K | Sell |
188
-89
| -32% | -$6.63K | 0.01% | 320 |
|
|
2021
Q4 | $17K | Sell |
277
-238
| -46% | -$14.6K | 0.01% | 302 |
|
|
2021
Q3 | $30K | Sell |
515
-150
| -23% | -$8.74K | 0.01% | 255 |
|
|
2021
Q2 | $44K | Buy |
665
+89
| +15% | +$5.89K | 0.02% | 239 |
|
|
2021
Q1 | $36K | Sell |
576
-4,998
| -90% | -$312K | 0.02% | 241 |
|
|
2020
Q4 | $346K | Buy |
+5,574
| New | +$346K | 0.33% | 93 |
|