Paladin Advisory Group’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 |
-585
| Closed | -$37.4K | – | 261 |
|
|
2023
Q2 | $37.4K | Buy |
585
+5
| +0.9% | +$320 | 0.03% | 168 |
|
|
2023
Q1 | $40.2K | Buy |
+580
| New | +$40.2K | 0.03% | 162 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 33 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 33 |
|
|
2022
Q2 | – | Sell |
-563
| Closed | -$41K | – | 33 |
|
|
2022
Q1 | $41K | Buy |
+563
| New | +$41K | 0.03% | 184 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 31 |
|