Advocacy Wealth Management Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 165 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 204 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 190 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 186 |
|
|
2021
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 202 |
|
|
2017
Q3 | – | Sell |
-111
| Closed | -$16K | – | 272 |
|
|
2017
Q2 | $16K | Hold |
111
| – | – | 0.01% | 155 |
|
|
2017
Q1 | $18K | Buy |
+111
| New | +$18K | 0.01% | 159 |
|
|
2016
Q4 | – | Sell |
-111
| Closed | -$17K | – | 342 |
|
|
2016
Q3 | $17K | Sell |
111
-131
| -54% | -$20.1K | 0.01% | 228 |
|
|
2016
Q2 | $35K | Sell |
242
-107
| -31% | -$15.5K | 0.02% | 179 |
|
|
2016
Q1 | $51K | Hold |
349
| – | – | 0.04% | 180 |
|
|
2015
Q4 | $46K | Buy |
+349
| New | +$46K | 0.05% | 173 |
|
|
2013
Q3 | $75K | Buy |
424
+363
| +595% | +$64.2K | 0.21% | 87 |
|
|
2013
Q2 | $11K | Buy |
+61
| New | +$11K | 0.04% | 178 |
|