Steward Partners Investment Advisory’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,243
| Closed | -$3K | – | 3550 |
|
|
2020
Q4 | $3K | Sell |
4,243
-14,312
| -77% | -$10.1K | ﹤0.01% | 2673 |
|
|
2020
Q3 | $42K | Sell |
18,555
-93
| -0.5% | -$211 | ﹤0.01% | 1580 |
|
|
2020
Q2 | $67K | Buy |
18,648
+780
| +4% | +$2.8K | ﹤0.01% | 1301 |
|
|
2020
Q1 | $67K | Sell |
17,868
-395
| -2% | -$1.48K | ﹤0.01% | 1162 |
|
|
2019
Q4 | $54K | Buy |
+18,263
| New | +$54K | ﹤0.01% | 1361 |
|