BAM
Baldrige Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $15K | Hold |
112
| – | – | 0.01% | 236 |
|
|
2022
Q4 | $16K | Hold |
112
| – | – | 0.01% | 225 |
|
|
2022
Q3 | $13K | Hold |
112
| – | – | 0.01% | 234 |
|
|
2022
Q2 | $16K | Hold |
112
| – | – | 0.01% | 228 |
|
|
2022
Q1 | $15K | Hold |
112
| – | – | 0.01% | 247 |
|
|
2021
Q4 | $15K | Hold |
112
| – | – | 0.01% | 254 |
|
|
2021
Q3 | $16K | Hold |
112
| – | – | 0.01% | 254 |
|
|
2021
Q2 | $16K | Buy |
+112
| New | +$16K | 0.01% | 263 |
|
|
2020
Q1 | – | Sell |
-263
| Closed | -$35K | – | 75 |
|
|
2019
Q4 | $35K | Hold |
263
| – | – | 0.03% | 78 |
|
|
2019
Q3 | $38K | Sell |
263
-119
| -31% | -$17.2K | 0.03% | 76 |
|
|
2019
Q2 | $53K | Hold |
382
| – | – | 0.05% | 71 |
|
|
2019
Q1 | $54K | Buy |
+382
| New | +$54K | 0.05% | 69 |
|