TrueWealth LLC’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $146K | Buy |
2,477
+1
| +0% | +$59 | 0.06% | 166 |
|
|
2020
Q1 | $138K | Sell |
2,476
-369
| -13% | -$20.6K | 0.07% | 156 |
|
|
2019
Q4 | $183K | Buy |
2,845
+558
| +24% | +$35.9K | 0.07% | 150 |
|
|
2019
Q3 | $116K | Hold |
2,287
| – | – | 0.05% | 182 |
|
|
2019
Q2 | $104K | Sell |
2,287
-21
| -0.9% | -$955 | 0.05% | 189 |
|
|
2019
Q1 | $110K | Sell |
2,308
-2,000
| -46% | -$95.3K | 0.05% | 188 |
|
|
2018
Q4 | $224K | Buy |
4,308
+3,000
| +229% | +$156K | 0.11% | 114 |
|
|
2018
Q3 | $81K | Hold |
1,308
| – | – | 0.04% | 220 |
|
|
2018
Q2 | $72K | Buy |
1,308
+172
| +15% | +$9.47K | 0.03% | 223 |
|
|
2018
Q1 | $72K | Sell |
1,136
-50
| -4% | -$3.17K | 0.04% | 226 |
|
|
2017
Q4 | $73K | Buy |
+1,186
| New | +$73K | 0.03% | 244 |
|