AWM
Ameliora Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,884
| Closed | -$247K | – | 209 |
|
|
2023
Q1 | $247K | Sell |
1,884
-11,361
| -86% | -$1.49M | 0.14% | 83 |
|
|
2022
Q4 | $1.87M | Sell |
13,245
-3,328
| -20% | -$469K | 1% | 33 |
|
|
2022
Q3 | $1.95M | Buy |
16,573
+6,128
| +59% | +$721K | 1.06% | 29 |
|
|
2022
Q2 | $1.47M | Sell |
10,445
-21
| -0.2% | -$2.96K | 1.75% | 14 |
|
|
2022
Q1 | $1.25M | Buy |
10,466
+4,495
| +75% | +$538K | 0.82% | 18 |
|
|
2021
Q4 | $727K | Buy |
+5,971
| New | +$727K | 0.67% | 21 |
|