BOSSRA
B.O.S.S. Retirement Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,554
| Closed | -$1.67M | – | 238 |
|
|
2024
Q3 | $1.67M | Buy |
7,554
+72
| +1% | +$15.9K | 0.34% | 80 |
|
|
2024
Q2 | $1.29M | Sell |
7,482
-3,177
| -30% | -$550K | 0.33% | 85 |
|
|
2024
Q1 | $1.74M | Sell |
10,659
-1,620
| -13% | -$265K | 0.67% | 57 |
|
|
2023
Q4 | $2.01M | Sell |
12,279
-2,502
| -17% | -$409K | 0.39% | 83 |
|
|
2023
Q3 | $2.07M | Sell |
14,781
-1,760
| -11% | -$247K | 0.45% | 72 |
|
|
2023
Q2 | $2.21M | Sell |
16,541
-11,351
| -41% | -$1.52M | 0.47% | 58 |
|
|
2023
Q1 | $3.66M | Buy |
27,892
+1,471
| +6% | +$193K | 0.86% | 22 |
|
|
2022
Q4 | $3.72M | Buy |
+26,421
| New | +$3.72M | 0.95% | 17 |
|