Alterna Wealth 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 |
-1,771
| Closed | -$206K | – | 94 |
|
|
2020
Q3 | $206K | Buy |
+1,771
| New | +$206K | 0.3% | 65 |
|
|
2020
Q1 | – | Sell |
-2,294
| Closed | -$294K | – | 90 |
|
|
2019
Q4 | $294K | Hold |
2,294
| – | – | 0.33% | 65 |
|
|
2019
Q3 | $319K | Sell |
2,294
-29
| -1% | -$4.03K | 0.38% | 58 |
|
|
2019
Q2 | $306K | Buy |
+2,323
| New | +$306K | 0.37% | 66 |
|
|
2019
Q1 | – | Sell |
-9,776
| Closed | -$1.44M | – | 211 |
|
|
2018
Q4 | $1.44M | Buy |
+9,776
| New | +$1.44M | 0.23% | 71 |
|