APSI
Asset Planning Services Inc’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-22,816
| Closed | -$3.05M | – | 44 |
|
|
2021
Q4 | $3.05M | Sell |
22,816
-1,197
| -5% | -$160K | 1.64% | 28 |
|
|
2021
Q3 | $3.34M | Buy |
24,013
+3
| +0% | +$417 | 1.97% | 27 |
|
|
2021
Q2 | $3.52M | Buy |
24,010
+302
| +1% | +$44.3K | 2.04% | 27 |
|
|
2021
Q1 | $3.16M | Sell |
23,708
-422
| -2% | -$56.2K | 1.91% | 27 |
|
|
2020
Q4 | $3.04M | Sell |
24,130
-912
| -4% | -$115K | 1.94% | 27 |
|
|
2020
Q3 | $3.05M | Sell |
25,042
-427
| -2% | -$52K | 2.09% | 26 |
|
|
2020
Q2 | $3.08M | Sell |
25,469
-497
| -2% | -$60K | 2.22% | 24 |
|
|
2020
Q1 | $2.88M | Sell |
25,966
-172
| -0.7% | -$19.1K | 2.38% | 24 |
|
|
2019
Q4 | $3.5M | Sell |
26,138
-532
| -2% | -$71.3K | 2.23% | 28 |
|
|
2019
Q3 | $3.88M | Sell |
26,670
-848
| -3% | -$123K | 2.52% | 26 |
|
|
2019
Q2 | $3.8M | Buy |
27,518
+2,327
| +9% | +$321K | 2.47% | 27 |
|
|
2019
Q1 | $3.55M | Sell |
25,191
-98
| -0.4% | -$13.8K | 2.43% | 29 |
|
|
2018
Q4 | $2.88M | Sell |
25,289
-278
| -1% | -$31.6K | 2.18% | 28 |
|
|
2018
Q3 | $3.87M | Sell |
25,567
-598
| -2% | -$90.4K | 2.65% | 22 |
|
|
2018
Q2 | $3.66M | Sell |
26,165
-450
| -2% | -$62.9K | 2.63% | 27 |
|
|
2018
Q1 | $4.08M | Buy |
26,615
+650
| +3% | +$99.7K | 3.02% | 18 |
|
|
2017
Q4 | $3.98M | Buy |
25,965
+3,075
| +13% | +$472K | 2.81% | 23 |
|
|
2017
Q3 | $3.32M | Hold |
22,890
| – | – | 2.69% | 27 |
|
|
2017
Q2 | $3.52M | Buy |
22,890
+650
| +3% | +$100K | 2.96% | 24 |
|
|
2017
Q1 | $3.87M | Buy |
22,240
+50
| +0.2% | +$8.71K | 3.29% | 14 |
|
|
2016
Q4 | $3.68M | Buy |
+22,190
| New | +$3.68M | 3.46% | 18 |
|