BAM
Banta Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $1.48M | Buy |
+10,228
| New | +$1.48M | 2.5% | 23 |
|
|
2014
Q1 | – | Sell |
-7,739
| Closed | -$1.45M | – | 33 |
|
|
2013
Q4 | $1.45M | Sell |
7,739
-48
| -0.6% | -$9.01K | 3.57% | 12 |
|
|
2013
Q3 | $1.44M | Buy |
7,787
+6,285
| +418% | +$1.16M | 4.25% | 10 |
|
|
2013
Q2 | $287K | Buy |
+1,502
| New | +$287K | 0.79% | 23 |
|