Taylor Wealth Management Partners’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-650
| Closed | -$40K | – | 136 |
|
|
2017
Q4 | $40K | Hold |
650
| – | – | 0.02% | 100 |
|
|
2017
Q3 | $41K | Hold |
650
| – | – | 0.02% | 102 |
|
|
2017
Q2 | $36K | Sell |
650
-425
| -40% | -$23.5K | 0.02% | 106 |
|
|
2017
Q1 | $58K | Sell |
1,075
-300
| -22% | -$16.2K | 0.03% | 99 |
|
|
2016
Q4 | $80K | Sell |
1,375
-875
| -39% | -$50.9K | 0.04% | 89 |
|
|
2016
Q3 | $121K | Sell |
2,250
-100
| -4% | -$5.38K | 0.05% | 65 |
|
|
2016
Q2 | $173K | Hold |
2,350
| – | – | 0.07% | 50 |
|
|
2016
Q1 | $150K | Buy |
2,350
+600
| +34% | +$38.3K | 0.07% | 47 |
|
|
2015
Q4 | $120K | Hold |
1,750
| – | – | 0.05% | 56 |
|
|
2015
Q3 | $104K | Sell |
1,750
-100
| -5% | -$5.94K | 0.05% | 55 |
|
|
2015
Q2 | $123K | Buy |
1,850
+1,450
| +363% | +$96.4K | 0.04% | 57 |
|
|
2015
Q1 | $26K | Buy |
+400
| New | +$26K | 0.01% | 101 |
|