Asset Planning Services (Pennsylvania)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-407
| Closed | -$57K | – | 156 |
|
|
2019
Q3 | $57K | Buy |
407
+3
| +0.7% | +$420 | 0.02% | 128 |
|
|
2019
Q2 | $53K | Buy |
404
+2
| +0.5% | +$262 | 0.02% | 130 |
|
|
2019
Q1 | $54K | Buy |
402
+6
| +2% | +$806 | 0.03% | 126 |
|
|
2018
Q4 | $43K | Buy |
396
+5
| +1% | +$543 | 0.02% | 133 |
|
|
2018
Q3 | $47K | Buy |
391
+4
| +1% | +$481 | 0.02% | 133 |
|
|
2018
Q2 | $52K | Sell |
387
-128
| -25% | -$17.2K | 0.03% | 125 |
|
|
2018
Q1 | $76K | Sell |
515
-393
| -43% | -$58K | 0.04% | 106 |
|
|
2017
Q4 | $133K | Sell |
908
-458
| -34% | -$67.1K | 0.07% | 88 |
|
|
2017
Q3 | $189K | Buy |
1,366
+62
| +5% | +$8.58K | 0.1% | 71 |
|
|
2017
Q2 | $192K | Buy |
1,304
+60
| +5% | +$8.83K | 0.12% | 70 |
|
|
2017
Q1 | $207K | Sell |
1,244
-411
| -25% | -$68.4K | 0.14% | 65 |
|
|
2016
Q4 | $263K | Buy |
1,655
+1
| +0.1% | +$159 | 0.21% | 54 |
|
|
2016
Q3 | $251K | Sell |
1,654
-835
| -34% | -$127K | 0.21% | 55 |
|
|
2016
Q2 | $361K | Buy |
2,489
+2
| +0.1% | +$290 | 0.31% | 44 |
|
|
2016
Q1 | $360K | Buy |
2,487
+1,470
| +145% | +$213K | 0.33% | 43 |
|
|
2015
Q4 | $134K | Buy |
1,017
+524
| +106% | +$69K | 0.13% | 67 |
|
|
2015
Q3 | $68K | Buy |
493
+1
| +0.2% | +$138 | 0.07% | 88 |
|
|
2015
Q2 | $76K | Buy |
+492
| New | +$76K | 0.07% | 90 |
|