Northstar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $886K | Sell |
14,697
-20
| -0.1% | -$1.21K | 0.41% | 64 |
|
|
2020
Q2 | $865K | Sell |
14,717
-443
| -3% | -$26K | 0.36% | 78 |
|
|
2020
Q1 | $845K | Sell |
15,160
-3,910
| -21% | -$218K | 0.43% | 69 |
|
|
2019
Q4 | $1.22M | Buy |
+19,070
| New | +$1.22M | 0.5% | 66 |
|
|
2019
Q3 | – | Sell |
-11,517
| Closed | -$522K | – | 179 |
|
|
2019
Q2 | $522K | Sell |
11,517
-882
| -7% | -$40K | 0.23% | 108 |
|
|
2019
Q1 | $592K | Sell |
12,399
-47
| -0.4% | -$2.24K | 0.27% | 100 |
|
|
2018
Q4 | $647K | Sell |
12,446
-100
| -0.8% | -$5.2K | 0.34% | 83 |
|
|
2018
Q3 | $778K | Sell |
12,546
-3,164
| -20% | -$196K | 0.37% | 77 |
|
|
2018
Q2 | $869K | Buy |
15,710
+346
| +2% | +$19.1K | 0.44% | 73 |
|
|
2018
Q1 | $971K | Buy |
15,364
+8,985
| +141% | +$568K | 0.5% | 64 |
|
|
2017
Q4 | $395K | Sell |
6,379
-137
| -2% | -$8.48K | 0.35% | 87 |
|
|
2017
Q3 | $418K | Sell |
6,516
-743
| -10% | -$47.7K | 0.41% | 81 |
|
|
2017
Q2 | $405K | Sell |
7,259
-439
| -6% | -$24.5K | 0.37% | 82 |
|
|
2017
Q1 | $409K | Buy |
+7,698
| New | +$409K | 0.38% | 82 |
|