ATFA
All Terrain Financial Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,500
| Closed | -$189K | – | 80 |
|
|
2020
Q4 | $189K | Sell |
1,500
-3,900
| -72% | -$491K | 0.07% | 71 |
|
|
2020
Q3 | $657K | Hold |
5,400
| – | – | 0.23% | 41 |
|
|
2020
Q2 | $652K | Sell |
5,400
-1,089
| -17% | -$131K | 0.27% | 40 |
|
|
2020
Q1 | $720K | Buy |
6,489
+1,004
| +18% | +$111K | 0.29% | 43 |
|
|
2019
Q4 | $735K | Buy |
5,485
+3
| +0.1% | +$402 | 0.24% | 50 |
|
|
2019
Q3 | $797K | Hold |
5,482
| – | – | 0.27% | 47 |
|
|
2019
Q2 | $756K | Buy |
5,482
+4,000
| +270% | +$552K | 0.26% | 49 |
|
|
2019
Q1 | $209K | Buy |
1,482
+354
| +31% | +$49.9K | 0.07% | 122 |
|
|
2018
Q4 | $128K | Sell |
1,128
-410
| -27% | -$46.5K | 0.05% | 120 |
|
|
2018
Q3 | $232K | Sell |
1,538
-100
| -6% | -$15.1K | 0.09% | 112 |
|
|
2018
Q2 | $229K | Sell |
1,638
-188
| -10% | -$26.3K | 0.1% | 116 |
|
|
2018
Q1 | $280K | Hold |
1,826
| – | – | 0.13% | 102 |
|
|
2017
Q4 | $280K | Buy |
+1,826
| New | +$280K | 0.13% | 94 |
|