Atlas Private Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-235
| Closed | -$30K | – | 229 |
|
|
2021
Q1 | $30K | Sell |
235
-110
| -32% | -$14K | 0.02% | 230 |
|
|
2020
Q4 | $42K | Sell |
345
-105
| -23% | -$12.8K | 0.03% | 205 |
|
|
2020
Q3 | $52K | Sell |
450
-1,428
| -76% | -$165K | 0.04% | 182 |
|
|
2020
Q2 | $217K | Hold |
1,878
| – | – | 0.17% | 104 |
|
|
2020
Q1 | $199K | Sell |
1,878
-433
| -19% | -$45.9K | 0.18% | 107 |
|
|
2019
Q4 | $296K | Buy |
+2,311
| New | +$296K | 0.23% | 101 |
|