Alera Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $453K | Buy |
2,050
+306
| +18% | +$67.7K | 0.05% | 146 |
|
|
2024
Q2 | $302K | Buy |
+1,744
| New | +$302K | 0.04% | 193 |
|
|
2019
Q2 | – | Sell |
-405
| Closed | -$55K | – | 494 |
|
|
2019
Q1 | $55K | Sell |
405
-372
| -48% | -$50.5K | 0.03% | 158 |
|
|
2018
Q4 | $84K | Buy |
+777
| New | +$84K | 0.05% | 130 |
|