Strategic Wealth Management 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
Q2 | $279K | Sell |
4,173
-1,467
| -26% | -$98.1K | 0.1% | 104 |
|
|
2021
Q1 | $356K | Buy |
5,640
+7
| +0.1% | +$442 | 0.14% | 90 |
|
|
2020
Q4 | $349K | Buy |
5,633
+187
| +3% | +$11.6K | 0.15% | 79 |
|
|
2020
Q3 | $328K | Buy |
5,446
+1,441
| +36% | +$86.8K | 0.16% | 77 |
|
|
2020
Q2 | $235K | Buy |
+4,005
| New | +$235K | 0.14% | 81 |
|
|
2020
Q1 | – | Sell |
-3,693
| Closed | -$237K | – | 89 |
|
|
2019
Q4 | $237K | Buy |
+3,693
| New | +$237K | 0.15% | 81 |
|
|
2019
Q1 | – | Sell |
-4,076
| Closed | -$212K | – | 82 |
|
|
2018
Q4 | $212K | Buy |
+4,076
| New | +$212K | 0.2% | 71 |
|