AWA
Alaska Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,546
| Closed | -$207K | – | 59 |
|
|
2019
Q4 | $207K | Buy |
+1,546
| New | +$207K | 0.03% | 67 |
|
|
2018
Q4 | – | Sell |
-1,439
| Closed | -$217K | – | 56 |
|
|
2018
Q3 | $217K | Hold |
1,439
| – | – | 0.07% | 46 |
|
|
2018
Q2 | $201K | Hold |
1,439
| – | – | 0.06% | 49 |
|
|
2018
Q1 | $220K | Hold |
1,439
| – | – | 0.08% | 44 |
|
|
2017
Q4 | $220K | Buy |
+1,439
| New | +$220K | 0.08% | 41 |
|