Omnia Family Wealth’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-390
| Closed | -$19K | – | 152 |
|
|
2019
Q1 | $19K | Sell |
390
-379
| -49% | -$18.5K | 0.01% | 215 |
|
|
2018
Q4 | $40K | Hold |
769
| – | – | 0.02% | 162 |
|
|
2018
Q3 | $48K | Hold |
769
| – | – | 0.02% | 156 |
|
|
2018
Q2 | $43K | Sell |
769
-94
| -11% | -$5.26K | 0.02% | 160 |
|
|
2018
Q1 | $55K | Sell |
863
-50
| -5% | -$3.19K | 0.03% | 146 |
|
|
2017
Q4 | $56K | Buy |
913
+231
| +34% | +$14.2K | 0.03% | 151 |
|
|
2017
Q3 | $43K | Sell |
682
-198
| -23% | -$12.5K | 0.02% | 157 |
|
|
2017
Q2 | $49K | Sell |
880
-174
| -17% | -$9.69K | 0.02% | 152 |
|
|
2017
Q1 | $57K | Buy |
1,054
+218
| +26% | +$11.8K | 0.03% | 149 |
|
|
2016
Q4 | $49K | Buy |
+836
| New | +$49K | 0.02% | 160 |
|