SHJ
Sharkey, Howes & Javer’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,900
| Closed | -$132K | – | 70 |
|
|
2019
Q2 | $132K | Hold |
2,900
| – | – | 0.06% | 72 |
|
|
2019
Q1 | $138K | Hold |
2,900
| – | – | 0.06% | 69 |
|
|
2018
Q4 | $151K | Hold |
2,900
| – | – | 0.1% | 60 |
|
|
2018
Q3 | $180K | Hold |
2,900
| – | – | 0.09% | 55 |
|
|
2018
Q2 | $160K | Sell |
2,900
-1,300
| -31% | -$71.7K | 0.09% | 50 |
|
|
2018
Q1 | $265K | Hold |
4,200
| – | – | 0.15% | 30 |
|
|
2017
Q4 | $257K | Buy |
4,200
+1,300
| +45% | +$79.5K | 0.15% | 32 |
|
|
2017
Q3 | $189K | Buy |
2,900
+1,300
| +81% | +$84.7K | 0.1% | 41 |
|
|
2017
Q2 | $89K | Hold |
1,600
| – | – | 0.05% | 67 |
|
|
2017
Q1 | $87K | Hold |
1,600
| – | – | 0.05% | 68 |
|
|
2016
Q4 | $94K | Hold |
1,600
| – | – | 0.06% | 59 |
|
|
2016
Q3 | $86K | Hold |
1,600
| – | – | 0.05% | 69 |
|
|
2016
Q2 | $118K | Sell |
1,600
-240
| -13% | -$17.7K | 0.07% | 55 |
|
|
2016
Q1 | $118K | Buy |
1,840
+240
| +15% | +$15.4K | 0.09% | 48 |
|
|
2015
Q4 | $110K | Hold |
1,600
| – | – | 0.08% | 52 |
|
|
2015
Q3 | $95K | Hold |
1,600
| – | – | 0.07% | 59 |
|
|
2015
Q2 | $106K | Buy |
+1,600
| New | +$106K | 0.08% | 41 |
|