NEIRG Wealth Management’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
Q3 | – | Sell |
-4,747
| Closed | -$304K | – | 15 |
|
|
2023
Q2 | $304K | Sell |
4,747
-28
| -0.6% | -$1.79K | 0.06% | 118 |
|
|
2023
Q1 | $331K | Buy |
4,775
+706
| +17% | +$48.9K | 0.06% | 121 |
|
|
2022
Q4 | $293K | Hold |
4,069
| – | – | 0.06% | 126 |
|
|
2022
Q3 | $289K | Sell |
4,069
-386
| -9% | -$27.4K | 0.06% | 125 |
|
|
2022
Q2 | $343K | Buy |
4,455
+904
| +25% | +$69.6K | 0.07% | 115 |
|
|
2022
Q1 | $259K | Buy |
3,551
+100
| +3% | +$7.29K | 0.05% | 119 |
|
|
2021
Q4 | $215K | Buy |
+3,451
| New | +$215K | 0.04% | 118 |
|