Private Wealth Advisors (California)’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
Q4 | – | Sell |
-20,166
| Closed | -$1.14M | – | 79 |
|
|
2021
Q3 | $1.14M | Sell |
20,166
-79
| -0.4% | -$4.47K | 0.27% | 56 |
|
|
2021
Q2 | $1.35M | Buy |
20,245
+2,048
| +11% | +$137K | 0.41% | 47 |
|
|
2021
Q1 | $1.15M | Buy |
18,197
+1,785
| +11% | +$113K | 0.39% | 42 |
|
|
2020
Q4 | $1.06M | Buy |
16,412
+648
| +4% | +$41.9K | 0.37% | 42 |
|
|
2020
Q3 | $950K | Buy |
+15,764
| New | +$950K | 0.49% | 30 |
|