Vector Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-3,029
| Closed | -$223K | – | 81 |
|
|
2016
Q2 | $223K | Sell |
3,029
-476
| -14% | -$35K | 0.15% | 75 |
|
|
2016
Q1 | $223K | Sell |
3,505
-158
| -4% | -$10.1K | 0.17% | 72 |
|
|
2015
Q4 | $252K | Buy |
3,663
+16
| +0.4% | +$1.1K | 0.2% | 67 |
|
|
2015
Q3 | $244K | Sell |
3,647
-32
| -0.9% | -$2.14K | 0.19% | 65 |
|
|
2015
Q2 | $245K | Buy |
3,679
+256
| +7% | +$17K | 0.19% | 65 |
|
|
2015
Q1 | $220K | Buy |
3,423
+14
| +0.4% | +$900 | 0.18% | 71 |
|
|
2014
Q4 | $202K | Buy |
+3,409
| New | +$202K | 0.15% | 70 |
|
|
2014
Q1 | – | Sell |
-3,836
| Closed | -$204K | – | 55 |
|
|
2013
Q4 | $204K | Buy |
+3,836
| New | +$204K | 0.14% | 54 |
|