AWS
Aris Wealth Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $80K | Sell |
551
-938
| -63% | -$136K | 0.17% | 62 |
|
|
2015
Q2 | $242K | Hold |
1,489
| – | – | 0.22% | 95 |
|
|
2015
Q1 | $239K | Sell |
1,489
-149
| -9% | -$23.9K | 0.22% | 92 |
|
|
2014
Q4 | $263K | Sell |
1,638
-133
| -8% | -$21.4K | 0.29% | 92 |
|
|
2014
Q3 | $336K | Buy |
1,771
+43
| +2% | +$8.16K | 0.42% | 79 |
|
|
2014
Q2 | $313K | Buy |
1,728
+59
| +4% | +$10.7K | 0.41% | 81 |
|
|
2014
Q1 | $321K | Buy |
1,669
+17
| +1% | +$3.27K | 0.47% | 74 |
|
|
2013
Q4 | $310K | Buy |
1,652
+422
| +34% | +$79.2K | 0.52% | 69 |
|
|
2013
Q3 | $228K | Sell |
1,230
-70
| -5% | -$13K | 0.42% | 74 |
|
|
2013
Q2 | $248K | Buy |
+1,300
| New | +$248K | 0.53% | 63 |
|