Partnervest Advisory Services’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 | $257K | Buy |
4,257
+301
| +8% | +$18.2K | 0.08% | 192 |
|
|
2020
Q2 | $233K | Sell |
3,956
-1,389
| -26% | -$81.8K | 0.09% | 181 |
|
|
2020
Q1 | $298K | Buy |
5,345
+1,656
| +45% | +$92.3K | 0.13% | 133 |
|
|
2019
Q4 | $237K | Sell |
3,689
-303
| -8% | -$19.5K | 0.09% | 186 |
|
|
2019
Q3 | $202K | Sell |
3,992
-551
| -12% | -$27.9K | 0.07% | 217 |
|
|
2019
Q2 | $206K | Buy |
+4,543
| New | +$206K | 0.08% | 204 |
|
|
2019
Q1 | – | Sell |
-12,465
| Closed | -$648K | – | 234 |
|
|
2018
Q4 | $648K | Buy |
12,465
+807
| +7% | +$42K | 0.31% | 72 |
|
|
2018
Q3 | $724K | Buy |
11,658
+301
| +3% | +$18.7K | 0.29% | 72 |
|
|
2018
Q2 | $628K | Sell |
11,357
-399
| -3% | -$22.1K | 0.29% | 73 |
|
|
2018
Q1 | $744K | Sell |
11,756
-323
| -3% | -$20.4K | 0.36% | 60 |
|
|
2017
Q4 | $740K | Sell |
12,079
-376
| -3% | -$23K | 0.36% | 59 |
|
|
2017
Q3 | $794K | Sell |
12,455
-1,108
| -8% | -$70.6K | 0.39% | 54 |
|
|
2017
Q2 | $756K | Buy |
+13,563
| New | +$756K | 0.34% | 65 |
|
|
2014
Q3 | – | Sell |
-2,927
| Closed | -$142K | – | 225 |
|
|
2014
Q2 | $142K | Buy |
2,927
+342
| +13% | +$16.6K | 0.06% | 199 |
|
|
2014
Q1 | $134K | Hold |
2,585
| – | – | 0.06% | 202 |
|
|
2013
Q4 | $137K | Hold |
2,585
| – | – | 0.06% | 183 |
|
|
2013
Q3 | $120K | Sell |
2,585
-330
| -11% | -$15.3K | 0.06% | 173 |
|
|
2013
Q2 | $130K | Buy |
+2,915
| New | +$130K | 0.06% | 135 |
|