AWM
Aevitas Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-842
| Closed | -$118K | – | 195 |
|
|
2019
Q1 | $118K | Sell |
842
-85
| -9% | -$11.9K | 0.11% | 128 |
|
|
2018
Q4 | $105K | Sell |
927
-159
| -15% | -$18K | 0.11% | 129 |
|
|
2018
Q3 | $164K | Sell |
1,086
-48
| -4% | -$7.25K | 0.15% | 114 |
|
|
2018
Q2 | $158K | Sell |
1,134
-308
| -21% | -$42.9K | 0.15% | 113 |
|
|
2018
Q1 | $221K | Sell |
1,442
-530
| -27% | -$81.2K | 0.22% | 98 |
|
|
2017
Q4 | $303K | Buy |
+1,972
| New | +$303K | 0.29% | 82 |
|