Towerpoint Wealth’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
Q1 | – | Sell |
-3,193
| Closed | -$230K | – | 79 |
|
|
2022
Q4 | $230K | Buy |
3,193
+71
| +2% | +$5.11K | 0.13% | 75 |
|
|
2022
Q3 | $222K | Buy |
3,122
+1
| +0% | +$71 | 0.13% | 77 |
|
|
2022
Q2 | $240K | Sell |
3,121
-2
| -0.1% | -$154 | 0.14% | 77 |
|
|
2022
Q1 | $228K | Buy |
+3,123
| New | +$228K | 0.11% | 79 |
|
|
2021
Q3 | – | Sell |
-3,563
| Closed | -$238K | – | 80 |
|
|
2021
Q2 | $238K | Buy |
3,563
+346
| +11% | +$23.1K | 0.12% | 70 |
|
|
2021
Q1 | $203K | Hold |
3,217
| – | – | 0.1% | 73 |
|
|
2020
Q4 | $200K | Buy |
+3,217
| New | +$200K | 0.1% | 71 |
|
|
2020
Q1 | – | Sell |
-3,217
| Closed | -$206K | – | 62 |
|
|
2019
Q4 | $206K | Buy |
+3,217
| New | +$206K | 0.14% | 50 |
|