United Capital Financial Advisors’s Bristol-Myers Squibb Company Contingent Value Rights BMY.RT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-108,707
| Closed | -$75K | – | 1248 |
|
|
2020
Q4 | $75K | Sell |
108,707
-257
| -0.2% | -$177 | ﹤0.01% | 1153 |
|
|
2020
Q3 | $245K | Sell |
108,964
-622
| -0.6% | -$1.4K | ﹤0.01% | 1016 |
|
|
2020
Q2 | $392K | Sell |
109,586
-16,706
| -13% | -$59.8K | ﹤0.01% | 936 |
|
|
2020
Q1 | $480K | Buy |
126,292
+7,078
| +6% | +$26.9K | ﹤0.01% | 829 |
|
|
2019
Q4 | $359K | Buy |
+119,214
| New | +$359K | ﹤0.01% | 1070 |
|