American Economic Planning Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $317K | Sell |
2,307
-33
| -1% | -$4.53K | 0.09% | 62 |
|
|
2019
Q2 | $309K | Sell |
2,340
-111
| -5% | -$14.7K | 0.09% | 60 |
|
|
2019
Q1 | $331K | Hold |
2,451
| – | – | 0.1% | 59 |
|
|
2018
Q4 | $266K | Sell |
2,451
-15
| -0.6% | -$1.63K | 0.09% | 62 |
|
|
2018
Q3 | $357K | Buy |
2,466
+11
| +0.4% | +$1.59K | 0.13% | 43 |
|
|
2018
Q2 | $328K | Sell |
2,455
-511
| -17% | -$68.3K | 0.12% | 52 |
|
|
2018
Q1 | $435K | Buy |
2,966
+54
| +2% | +$7.92K | 0.16% | 49 |
|
|
2017
Q4 | $427K | Sell |
2,912
-53
| -2% | -$7.77K | 0.16% | 47 |
|
|
2017
Q3 | $411K | Buy |
2,965
+11
| +0.4% | +$1.53K | 0.15% | 45 |
|
|
2017
Q2 | $434K | Buy |
2,954
+4
| +0.1% | +$588 | 0.17% | 43 |
|
|
2017
Q1 | $491K | Sell |
2,950
-114
| -4% | -$19K | 0.2% | 34 |
|
|
2016
Q4 | $486K | Buy |
3,064
+771
| +34% | +$122K | 0.21% | 30 |
|
|
2016
Q3 | $349K | Buy |
2,293
+4
| +0.2% | +$609 | 0.14% | 35 |
|
|
2016
Q2 | $332K | Buy |
2,289
+200
| +10% | +$29K | 0.13% | 36 |
|
|
2016
Q1 | $302K | Buy |
2,089
+4
| +0.2% | +$578 | 0.12% | 39 |
|
|
2015
Q4 | $274K | Sell |
2,085
-5
| -0.2% | -$657 | 0.11% | 43 |
|
|
2015
Q3 | $290K | Sell |
2,090
-209
| -9% | -$29K | 0.13% | 34 |
|
|
2015
Q2 | $358K | Sell |
2,299
-69
| -3% | -$10.7K | 0.15% | 28 |
|
|
2015
Q1 | $363K | Buy |
2,368
+3
| +0.1% | +$460 | 0.14% | 28 |
|
|
2014
Q4 | $363K | Buy |
2,365
+4
| +0.2% | +$614 | 0.14% | 26 |
|
|
2014
Q3 | $428K | Sell |
2,361
-29
| -1% | -$5.26K | 0.17% | 25 |
|
|
2014
Q2 | $414K | Buy |
+2,390
| New | +$414K | 0.15% | 25 |
|