Anchor Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,526
| Closed | -$224K | – | 307 |
|
|
2017
Q4 | $224K | Sell |
1,526
-86
| -5% | -$12.6K | 0.01% | 260 |
|
|
2017
Q3 | $224K | Sell |
1,612
-15
| -0.9% | -$2.08K | 0.01% | 252 |
|
|
2017
Q2 | $239K | Buy |
1,627
+15
| +0.9% | +$2.2K | 0.01% | 250 |
|
|
2017
Q1 | $268K | Sell |
1,612
-458
| -22% | -$76.1K | 0.01% | 246 |
|
|
2016
Q4 | $329K | Hold |
2,070
| – | – | 0.01% | 232 |
|
|
2016
Q3 | $314K | Buy |
+2,070
| New | +$314K | 0.01% | 245 |
|
|
2015
Q4 | – | Sell |
-1,945
| Closed | -$270K | – | 300 |
|
|
2015
Q3 | $270K | Buy |
1,945
+38
| +2% | +$5.28K | 0.01% | 249 |
|
|
2015
Q2 | $297K | Hold |
1,907
| – | – | 0.01% | 253 |
|
|
2015
Q1 | $293K | Buy |
1,907
+1
| +0.1% | +$154 | 0.01% | 263 |
|
|
2014
Q4 | $292K | Sell |
1,906
-57
| -3% | -$8.73K | 0.01% | 277 |
|
|
2014
Q3 | $356K | Buy |
1,963
+1
| +0.1% | +$181 | 0.01% | 268 |
|
|
2014
Q2 | $340K | Hold |
1,962
| – | – | 0.01% | 270 |
|
|
2014
Q1 | $361K | Buy |
1,962
+1
| +0.1% | +$184 | 0.01% | 262 |
|
|
2013
Q4 | $352K | Sell |
1,961
-419
| -18% | -$75.2K | 0.01% | 260 |
|
|
2013
Q3 | $421K | Buy |
2,380
+608
| +34% | +$108K | 0.01% | 244 |
|
|
2013
Q2 | $324K | Buy |
+1,772
| New | +$324K | 0.01% | 255 |
|