Alterity Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.23M | Hold |
7,500
| – | – | 1.75% | 14 |
|
|
2023
Q3 | $1.05M | Hold |
7,500
| – | – | 1.67% | 17 |
|
|
2023
Q2 | $1M | Sell |
7,500
-2,500
| -25% | -$335K | 1.45% | 21 |
|
|
2023
Q1 | $1.31M | Sell |
10,000
-200
| -2% | -$26.2K | 1.92% | 17 |
|
|
2022
Q4 | $1.44M | Hold |
10,200
| – | – | 2.33% | 9 |
|
|
2022
Q3 | $1.21M | Sell |
10,200
-1,600
| -14% | -$190K | 1.96% | 13 |
|
|
2022
Q2 | $1.67M | Buy |
+11,800
| New | +$1.67M | 2.48% | 8 |
|
|
2021
Q4 | $1.58M | Buy |
+11,800
| New | +$1.58M | 1.69% | 16 |
|
|
2021
Q1 | $1.53M | Buy |
+12,343
| New | +$1.53M | 1.86% | 14 |
|