Ancora Family Wealth Advisors’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$414K Buy
2,726
+183
+7% +$27.8K 0.14% 140
2016
Q2
$369K Sell
2,543
-5,220
-67% -$757K 0.14% 137
2016
Q1
$1.12M Sell
7,763
-1,287
-14% -$186K 0.46% 71
2015
Q4
$1.19M Sell
9,050
-4,925
-35% -$648K 0.51% 64
2015
Q3
$1.94M Buy
+13,975
New +$1.94M 0.81% 34