SEEDPG
S.E.E.D. Planning Group’s Bristol-Myers Squibb BMY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-3,691
| Closed | -$214K | – | 86 |
|
2023
Q3 | $214K | Sell |
3,691
-59
| -2% | -$3.42K | 0.08% | 77 |
|
2023
Q2 | $240K | Buy |
3,750
+109
| +3% | +$6.97K | 0.08% | 77 |
|
2023
Q1 | $252K | Buy |
3,641
+41
| +1% | +$2.84K | 0.1% | 72 |
|
2022
Q4 | $259K | Hold |
3,600
| – | – | 0.11% | 72 |
|
2022
Q3 | $256K | Hold |
3,600
| – | – | 0.12% | 66 |
|
2022
Q2 | $277K | Hold |
3,600
| – | – | 0.13% | 66 |
|
2022
Q1 | $263K | Hold |
3,600
| – | – | 0.11% | 73 |
|
2021
Q4 | $224K | Buy |
+3,600
| New | +$224K | 0.1% | 85 |
|
2021
Q3 | – | Sell |
-3,094
| Closed | -$207K | – | 88 |
|
2021
Q2 | $207K | Buy |
+3,094
| New | +$207K | 0.1% | 82 |
|