RPg Family Wealth Advisory’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
Q4 | – | Sell |
-370
| Closed | -$18.8K | – | 273 |
|
|
2019
Q3 | $18.8K | Hold |
370
| – | – | 0.01% | 233 |
|
|
2019
Q2 | $16.8K | Sell |
370
-247
| -40% | -$11.2K | 0.01% | 237 |
|
|
2019
Q1 | $29.4K | Buy |
617
+340
| +123% | +$16.2K | 0.02% | 201 |
|
|
2018
Q4 | $14.4K | Hold |
277
| – | – | 0.01% | 189 |
|
|
2018
Q3 | $17.2K | Buy |
+277
| New | +$17.2K | 0.01% | 195 |
|
|
2017
Q1 | – | Sell |
-195
| Closed | -$11.4K | – | 277 |
|
|
2016
Q4 | $11.4K | Sell |
195
-245
| -56% | -$14.3K | 0.01% | 248 |
|
|
2016
Q3 | $23.7K | Hold |
440
| – | – | 0.02% | 160 |
|
|
2016
Q2 | $32.4K | Sell |
440
-127
| -22% | -$9.34K | 0.01% | 157 |
|
|
2016
Q1 | $36.2K | Buy |
+567
| New | +$36.2K | 0.03% | 141 |
|