True Link Financial Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,675
| Closed | -$206K | – | 129 |
|
|
2022
Q2 | $206K | Buy |
+2,675
| New | +$206K | 0.03% | 119 |
|
|
2022
Q1 | – | Sell |
-2,675
| Closed | -$167K | – | 145 |
|
|
2021
Q4 | $167K | Sell |
2,675
-59
| -2% | -$3.68K | 0.02% | 276 |
|
|
2021
Q3 | $162K | Buy |
2,734
+1,200
| +78% | +$71.1K | 0.02% | 264 |
|
|
2021
Q2 | $103K | Buy |
1,534
+59
| +4% | +$3.96K | 0.02% | 330 |
|
|
2021
Q1 | $93K | Hold |
1,475
| – | – | 0.01% | 418 |
|
|
2020
Q4 | $91K | Buy |
+1,475
| New | +$91K | 0.01% | 449 |
|