Alta Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-24,332
| Closed | -$2.83M | – | 88 |
|
|
2020
Q3 | $2.83M | Buy |
24,332
+1,401
| +6% | +$163K | 0.09% | 58 |
|
|
2020
Q2 | $2.65M | Buy |
22,931
+2,230
| +11% | +$257K | 0.09% | 56 |
|
|
2020
Q1 | $2.2M | Buy |
20,701
+9,415
| +83% | +$998K | 0.09% | 59 |
|
|
2019
Q4 | $1.45M | Buy |
11,286
+440
| +4% | +$56.4K | 0.09% | 61 |
|
|
2019
Q3 | $1.51M | Sell |
10,846
-1,302
| -11% | -$181K | 0.1% | 56 |
|
|
2019
Q2 | $1.6M | Buy |
12,148
+405
| +3% | +$53.4K | 0.09% | 57 |
|
|
2019
Q1 | $1.58M | Buy |
11,743
+2,422
| +26% | +$327K | 0.09% | 53 |
|
|
2018
Q4 | $1.01M | Sell |
9,321
-1,655
| -15% | -$180K | 0.07% | 58 |
|
|
2018
Q3 | $1.59M | Buy |
10,976
+767
| +8% | +$111K | 0.09% | 52 |
|
|
2018
Q2 | $1.36M | Buy |
10,209
+230
| +2% | +$30.7K | 0.08% | 53 |
|
|
2018
Q1 | $1.46M | Buy |
+9,979
| New | +$1.46M | 0.09% | 50 |
|