Stonebridge Financial Planning Group’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-500
| Closed | -$30K | – | 404 |
|
|
2021
Q3 | $30K | Hold |
500
| – | – | 0.01% | 264 |
|
|
2021
Q2 | $34K | Hold |
500
| – | – | 0.02% | 244 |
|
|
2021
Q1 | $31K | Hold |
500
| – | – | 0.02% | 253 |
|
|
2020
Q4 | $31K | Hold |
500
| – | – | 0.02% | 233 |
|
|
2020
Q3 | $31K | Hold |
500
| – | – | 0.02% | 224 |
|
|
2020
Q2 | $30K | Hold |
500
| – | – | 0.03% | 215 |
|
|
2020
Q1 | $29K | Buy |
500
+100
| +25% | +$5.8K | 0.03% | 208 |
|
|
2019
Q4 | $26K | Buy |
+400
| New | +$26K | 0.02% | 219 |
|