WCM

Wealthcare Capital Management’s Bristol-Myers Squibb BMY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-757	Closed	-$48K	–	154
2021 Q1	$48K	Buy	+757	New	+$48K	﹤0.01%	139
2020 Q2	–	Sell	-406	Closed	-$23K	–	75
2020 Q1	$23K	Sell	406 -111	-21%	-$6.29K	﹤0.01%	125
2019 Q4	$33K	Buy	517 +167	+48%	+$10.7K	﹤0.01%	128
2019 Q3	$18K	Hold	350	–	–	﹤0.01%	140
2019 Q2	$16K	Hold	350	–	–	﹤0.01%	137
2019 Q1	$17K	Hold	350	–	–	﹤0.01%	142
2018 Q4	$18K	Hold	350	–	–	﹤0.01%	132
2018 Q3	$22K	Hold	350	–	–	﹤0.01%	131
2018 Q2	$19K	Hold	350	–	–	﹤0.01%	128
2018 Q1	$22K	Hold	350	–	–	﹤0.01%	113
2017 Q4	$21K	Hold	350	–	–	﹤0.01%	112
2017 Q3	$22K	Hold	350	–	–	﹤0.01%	107
2017 Q2	$20K	Hold	350	–	–	﹤0.01%	108
2017 Q1	$19K	Buy	350 +175	+100%	+$9.5K	﹤0.01%	110
2016 Q4	$10K	Buy	+175	New	+$10K	﹤0.01%	120
2015 Q4	–	Sell	-600	Closed	-$36K	–	223
2015 Q3	$36K	Hold	600	–	–	﹤0.01%	105
2015 Q2	$40K	Sell	600 -19,059	-97%	-$1.27M	﹤0.01%	116
2015 Q1	$1.27M	Buy	19,659 +19,059	+3,177%	+$1.23M	0.15%	16
2014 Q4	$35K	Hold	600	–	–	﹤0.01%	95
2014 Q3	$31K	Hold	600	–	–	﹤0.01%	96
2014 Q2	$29K	Hold	600	–	–	﹤0.01%	94
2014 Q1	$31K	Hold	600	–	–	﹤0.01%	91
2013 Q4	$32K	Hold	600	–	–	0.01%	54
2013 Q3	$28K	Hold	600	–	–	﹤0.01%	53
2013 Q2	$27K	Buy	+600	New	+$27K	﹤0.01%	55