SFA
BMY.RT
Sequoia Financial Advisors’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-43,956
| Closed | -$30K | – | 467 |
|
|
2020
Q4 | $30K | Sell |
43,956
-628
| -1% | -$429 | ﹤0.01% | 415 |
|
|
2020
Q3 | $100K | Sell |
44,584
-1,249
| -3% | -$2.8K | 0.01% | 375 |
|
|
2020
Q2 | $165K | Sell |
45,833
-302
| -0.7% | -$1.09K | 0.01% | 352 |
|
|
2020
Q1 | $176K | Sell |
46,135
-3,026
| -6% | -$11.5K | 0.01% | 333 |
|
|
2019
Q4 | $148K | Buy |
+49,161
| New | +$148K | 0.01% | 369 |
|