TrueWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,097
| Closed | -$215K | – | 188 |
|
|
2023
Q1 | $215K | Sell |
3,097
-942
| -23% | -$65.3K | 0.09% | 176 |
|
|
2022
Q4 | $291K | Sell |
4,039
-249
| -6% | -$17.9K | 0.13% | 135 |
|
|
2022
Q3 | $305K | Sell |
4,288
-69
| -2% | -$4.91K | 0.14% | 116 |
|
|
2022
Q2 | $335K | Buy |
+4,357
| New | +$335K | 0.16% | 110 |
|