WESPAC Advisors SoCal’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-544
| Closed | -$25K | – | 111 |
|
|
2019
Q1 | $25K | Hold |
544
| – | – | 0.01% | 151 |
|
|
2018
Q4 | $28K | Sell |
544
-200
| -27% | -$10.3K | 0.02% | 151 |
|
|
2018
Q3 | $46K | Buy |
+744
| New | +$46K | 0.02% | 131 |
|
|
2018
Q2 | – | Sell |
-544
| Closed | -$34K | – | 111 |
|
|
2018
Q1 | $34K | Hold |
544
| – | – | 0.02% | 126 |
|
|
2017
Q4 | $33K | Sell |
544
-619
| -53% | -$37.6K | 0.02% | 127 |
|
|
2017
Q3 | $74K | Hold |
1,163
| – | – | 0.04% | 114 |
|
|
2017
Q2 | $64K | Buy |
1,163
+300
| +35% | +$16.5K | 0.04% | 115 |
|
|
2017
Q1 | $46.9K | Hold |
863
| – | – | 0.03% | 121 |
|
|
2016
Q4 | $50.4K | Sell |
863
-128
| -13% | -$7.48K | 0.03% | 119 |
|
|
2016
Q3 | $53.4K | Sell |
991
-547
| -36% | -$29.5K | 0.04% | 112 |
|
|
2016
Q2 | $113K | Buy |
1,538
+75
| +5% | +$5.52K | 0.07% | 94 |
|
|
2016
Q1 | $93.5K | Sell |
1,463
-300
| -17% | -$19.2K | 0.07% | 91 |
|
|
2015
Q4 | $121K | Buy |
+1,763
| New | +$121K | 0.08% | 91 |
|