Tilia Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-927
| Closed | -$59.3K | – | 139 |
|
|
2023
Q2 | $59.3K | Sell |
927
-19
| -2% | -$1.21K | 0.05% | 190 |
|
|
2023
Q1 | $65.6K | Buy |
946
+5
| +0.5% | +$347 | 0.06% | 185 |
|
|
2022
Q4 | $67.7K | Buy |
941
+4
| +0.4% | +$288 | 0.07% | 173 |
|
|
2022
Q3 | $65K | Buy |
937
+5
| +0.5% | +$347 | 0.07% | 170 |
|
|
2022
Q2 | $70K | Buy |
932
+2
| +0.2% | +$150 | 0.07% | 171 |
|
|
2022
Q1 | $68K | Buy |
930
+1
| +0.1% | +$73 | 0.06% | 192 |
|
|
2021
Q4 | $58K | Buy |
+929
| New | +$58K | 0.05% | 206 |
|