Zevin Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,200
| Closed | -$204K | – | 133 |
|
|
2017
Q3 | $204K | Buy |
+3,200
| New | +$204K | 0.05% | 124 |
|
|
2016
Q3 | – | Sell |
-3,256
| Closed | -$239K | – | 114 |
|
|
2016
Q2 | $239K | Hold |
3,256
| – | – | 0.07% | 107 |
|
|
2016
Q1 | $208K | Buy |
3,256
+56
| +2% | +$3.58K | 0.06% | 114 |
|
|
2015
Q4 | $220K | Buy |
+3,200
| New | +$220K | 0.06% | 117 |
|
|
2015
Q3 | – | Sell |
-3,200
| Closed | -$213K | – | 135 |
|
|
2015
Q2 | $213K | Hold |
3,200
| – | – | 0.06% | 131 |
|
|
2015
Q1 | $206K | Buy |
+3,200
| New | +$206K | 0.06% | 133 |
|