Summit Financial Strategies’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,448
| Closed | -$240K | – | 44 |
|
|
2016
Q3 | $240K | Buy |
4,448
+360
| +9% | +$19.4K | 0.17% | 34 |
|
|
2016
Q2 | $301K | Hold |
4,088
| – | – | 0.22% | 29 |
|
|
2016
Q1 | $261K | Hold |
4,088
| – | – | 0.19% | 34 |
|
|
2015
Q4 | $281K | Sell |
4,088
-730
| -15% | -$50.2K | 0.22% | 36 |
|
|
2015
Q3 | $285K | Sell |
4,818
-8
| -0.2% | -$473 | 0.24% | 34 |
|
|
2015
Q2 | $321K | Buy |
4,826
+8
| +0.2% | +$532 | 0.25% | 33 |
|
|
2015
Q1 | $311K | Hold |
4,818
| – | – | 0.25% | 28 |
|
|
2014
Q4 | $284K | Buy |
+4,818
| New | +$284K | 0.23% | 32 |
|