Royal Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-19,636
| Closed | -$1.16M | – | 79 |
|
|
2021
Q3 | $1.16M | Buy |
19,636
+172
| +0.9% | +$10.2K | 0.83% | 47 |
|
|
2021
Q2 | $1.3M | Buy |
19,464
+581
| +3% | +$38.8K | 0.87% | 42 |
|
|
2021
Q1 | $1.19M | Buy |
18,883
+1,072
| +6% | +$67.7K | 0.91% | 34 |
|
|
2020
Q4 | $1.11M | Buy |
17,811
+3,751
| +27% | +$233K | 0.92% | 39 |
|
|
2020
Q3 | $848K | Buy |
14,060
+57
| +0.4% | +$3.44K | 0.79% | 34 |
|
|
2020
Q2 | $823K | Sell |
14,003
-6,197
| -31% | -$364K | 0.81% | 32 |
|
|
2020
Q1 | $1.13M | Buy |
+20,200
| New | +$1.13M | 1.3% | 21 |
|