Madrona Financial Services’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
Q1 | – | Sell |
-3,121
| Closed | -$200K | – | 45 |
|
|
2019
Q4 | $200K | Buy |
+3,121
| New | +$200K | 0.15% | 59 |
|
|
2018
Q1 | – | Sell |
-3,521
| Closed | -$216K | – | 44 |
|
|
2017
Q4 | $216K | Hold |
3,521
| – | – | 0.18% | 39 |
|
|
2017
Q3 | $224K | Buy |
+3,521
| New | +$224K | 0.21% | 36 |
|
|
2016
Q3 | – | Sell |
-2,721
| Closed | -$200K | – | 39 |
|
|
2016
Q2 | $200K | Buy |
+2,721
| New | +$200K | 0.21% | 36 |
|