Pinion Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-4,480
| Closed | -$299K | – | 148 |
|
2021
Q2 | $299K | Sell |
4,480
-474
| -10% | -$31.6K | 0.24% | 125 |
|
2021
Q1 | $313K | Buy |
4,954
+335
| +7% | +$21.2K | 0.29% | 116 |
|
2020
Q4 | $287K | Sell |
4,619
-823
| -15% | -$51.1K | 0.3% | 112 |
|
2020
Q3 | $320K | Hold |
5,442
| – | – | 0.48% | 83 |
|
2020
Q2 | $320K | Buy |
+5,442
| New | +$320K | 0.48% | 83 |
|