Squar Milner Financial Services’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-5,786
| Closed | -$340K | – | 31 |
|
2020
Q2 | $340K | Buy |
5,786
+360
| +7% | +$21.2K | 0.19% | 132 |
|
2020
Q1 | $302K | Sell |
5,426
-191
| -3% | -$10.6K | 0.18% | 120 |
|
2019
Q4 | $360K | Sell |
5,617
-343
| -6% | -$22K | 0.18% | 121 |
|
2019
Q3 | $359K | Buy |
5,960
+1,995
| +50% | +$120K | 0.18% | 137 |
|
2019
Q2 | $180K | Sell |
3,965
-244
| -6% | -$11.1K | 0.12% | 178 |
|
2019
Q1 | $200K | Buy |
4,209
+223
| +6% | +$10.6K | 0.15% | 166 |
|
2018
Q4 | $207K | Hold |
3,986
| – | – | 0.2% | 129 |
|
2018
Q3 | $247K | Buy |
3,986
+3,669
| +1,157% | +$227K | 0.22% | 122 |
|
2018
Q2 | $18K | Buy |
+317
| New | +$18K | 0.02% | 494 |
|