Riverwater Partners’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
Q4 | – | Sell |
-4,583
| Closed | -$266K | – | 197 |
|
|
2023
Q3 | $266K | Buy |
4,583
+689
| +18% | +$40K | 0.24% | 152 |
|
|
2023
Q2 | $249K | Sell |
3,894
-320
| -8% | -$20.5K | 0.22% | 152 |
|
|
2023
Q1 | $292K | Sell |
4,214
-78
| -2% | -$5.41K | 0.27% | 119 |
|
|
2022
Q4 | $309K | Sell |
4,292
-2,003
| -32% | -$144K | 0.26% | 125 |
|
|
2022
Q3 | $448K | Buy |
+6,295
| New | +$448K | 0.45% | 70 |
|