Meridian 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-887
| Closed | -$56K | – | 250 |
|
2021
Q1 | $56K | Buy |
887
+387
| +77% | +$24.4K | 0.02% | 148 |
|
2020
Q4 | $31K | Buy |
500
+67
| +15% | +$4.15K | 0.01% | 170 |
|
2020
Q3 | $26K | Buy |
433
+91
| +27% | +$5.46K | 0.01% | 179 |
|
2020
Q2 | $20K | Buy |
+342
| New | +$20K | 0.01% | 195 |
|
2020
Q1 | – | Sell |
-362
| Closed | -$23K | – | 189 |
|
2019
Q4 | $23K | Buy |
+362
| New | +$23K | 0.01% | 186 |
|