Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $600K | Hold |
9,667
| – | – | 0.19% | 121 |
|
|
2020
Q3 | $583K | Buy |
9,667
+51
| +0.5% | +$3.08K | 0.23% | 112 |
|
|
2020
Q2 | $565K | Sell |
9,616
-299
| -3% | -$17.6K | 0.24% | 107 |
|
|
2020
Q1 | $553K | Buy |
+9,915
| New | +$553K | 0.28% | 103 |
|
|
2017
Q1 | – | Sell |
-16,222
| Closed | -$948K | – | 286 |
|
|
2016
Q4 | $948K | Sell |
16,222
-839
| -5% | -$49K | 0.56% | 55 |
|
|
2016
Q3 | $920K | Sell |
17,061
-353
| -2% | -$19K | 0.59% | 61 |
|
|
2016
Q2 | $1.28M | Buy |
17,414
+1,483
| +9% | +$109K | 0.81% | 26 |
|
|
2016
Q1 | $1.02M | Buy |
+15,931
| New | +$1.02M | 0.94% | 25 |
|