REDW 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 |
-4,700
| Closed | -$224K | – | 84 |
|
|
2019
Q1 | $224K | Buy |
+4,700
| New | +$224K | 0.14% | 75 |
|
|
2018
Q4 | – | Sell |
-6,200
| Closed | -$385K | – | 80 |
|
|
2018
Q3 | $385K | Sell |
6,200
-1,190
| -16% | -$73.9K | 0.26% | 43 |
|
|
2018
Q2 | $409K | Sell |
7,390
-14
| -0.2% | -$775 | 0.29% | 41 |
|
|
2018
Q1 | $468K | Sell |
7,404
-342
| -4% | -$21.6K | 0.35% | 33 |
|
|
2017
Q4 | $475K | Buy |
7,746
+3,008
| +63% | +$184K | 0.37% | 36 |
|
|
2017
Q3 | $302K | Buy |
4,738
+8
| +0.2% | +$510 | 0.25% | 51 |
|
|
2017
Q2 | $264K | Buy |
4,730
+9
| +0.2% | +$502 | 0.26% | 58 |
|
|
2017
Q1 | $257K | Sell |
4,721
-214
| -4% | -$11.7K | 0.26% | 59 |
|
|
2016
Q4 | $288K | Buy |
+4,935
| New | +$288K | 0.33% | 48 |
|