Alerus Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $478K | Sell |
3,302
-3,632
| -52% | -$526K | 0.08% | 108 |
|
|
2015
Q4 | $912K | Buy |
6,934
+471
| +7% | +$61.9K | 0.15% | 96 |
|
|
2015
Q3 | $896K | Buy |
6,463
+1,656
| +34% | +$230K | 0.16% | 94 |
|
|
2015
Q2 | $739K | Buy |
4,807
+107
| +2% | +$16.5K | 0.12% | 96 |
|
|
2015
Q1 | $721K | Buy |
4,700
+502
| +12% | +$77K | 0.12% | 97 |
|
|
2014
Q4 | $644K | Sell |
4,198
-92
| -2% | -$14.1K | 0.11% | 97 |
|
|
2014
Q3 | $774K | Buy |
4,290
+2,425
| +130% | +$438K | 0.13% | 89 |
|
|
2014
Q2 | $323K | Buy |
1,865
+20
| +1% | +$3.46K | 0.06% | 116 |
|
|
2014
Q1 | $340K | Hold |
1,845
| – | – | 0.07% | 113 |
|
|
2013
Q4 | $331K | Sell |
1,845
-1,368
| -43% | -$245K | 0.07% | 112 |
|
|
2013
Q3 | $569K | Hold |
3,213
| – | – | 0.11% | 102 |
|
|
2013
Q2 | $587K | Buy |
+3,213
| New | +$587K | 0.09% | 102 |
|