Allegis Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.1M | Sell |
7,527
-212
| -3% | -$31.1K | 0.34% | 71 |
|
|
2017
Q4 | $1.14M | Buy |
7,739
+541
| +8% | +$79.3K | 0.33% | 86 |
|
|
2017
Q3 | $998K | Buy |
7,198
+1,956
| +37% | +$271K | 0.24% | 100 |
|
|
2017
Q2 | $771K | Buy |
5,242
+277
| +6% | +$40.7K | 0.2% | 119 |
|
|
2017
Q1 | $827K | Buy |
4,965
+667
| +16% | +$111K | 0.22% | 114 |
|
|
2016
Q4 | $682K | Buy |
4,298
+947
| +28% | +$150K | 0.22% | 121 |
|
|
2016
Q3 | $509K | Buy |
+3,351
| New | +$509K | 0.2% | 136 |
|
|
2016
Q1 | – | Sell |
-71
| Closed | -$9K | – | 512 |
|
|
2015
Q4 | $9K | Buy |
+71
| New | +$9K | 0.01% | 695 |
|