SWM
BMY.RT
Sugarloaf Wealth Management’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-16,956
| Closed | -$12K | – | 797 |
|
|
2020
Q4 | $12K | Hold |
16,956
| – | – | ﹤0.01% | 467 |
|
|
2020
Q3 | $38K | Hold |
16,956
| – | – | 0.01% | 266 |
|
|
2020
Q2 | $61K | Hold |
16,956
| – | – | 0.02% | 210 |
|
|
2020
Q1 | $64K | Hold |
16,956
| – | – | 0.03% | 193 |
|
|
2019
Q4 | $51K | Buy |
+16,956
| New | +$51K | 0.02% | 245 |
|