Barber Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $251K | Sell |
1,915
-168
| -8% | -$22K | 0.04% | 119 |
|
|
2022
Q4 | $293K | Buy |
2,083
+95
| +5% | +$13.4K | 0.08% | 103 |
|
|
2022
Q3 | $236K | Sell |
1,988
-226
| -10% | -$26.8K | 0.07% | 117 |
|
|
2022
Q2 | $313K | Buy |
2,214
+250
| +13% | +$35.3K | 0.05% | 105 |
|
|
2022
Q1 | $255K | Buy |
1,964
+14
| +0.7% | +$1.82K | 0.03% | 127 |
|
|
2021
Q4 | $261K | Sell |
1,950
-75
| -4% | -$10K | 0.03% | 141 |
|
|
2021
Q3 | $269K | Buy |
2,025
+25
| +1% | +$3.32K | 0.03% | 135 |
|
|
2021
Q2 | $280K | Hold |
2,000
| – | – | 0.04% | 127 |
|
|
2021
Q1 | $255K | Buy |
2,000
+21
| +1% | +$2.68K | 0.04% | 121 |
|
|
2020
Q4 | $238K | Hold |
1,979
| – | – | 0.04% | 120 |
|
|
2020
Q3 | $230K | Hold |
1,979
| – | – | 0.05% | 112 |
|
|
2020
Q2 | $228K | Hold |
1,979
| – | – | 0.05% | 105 |
|
|
2020
Q1 | $210K | Hold |
1,979
| – | – | 0.07% | 101 |
|
|
2019
Q4 | $254K | Hold |
1,979
| – | – | 0.05% | 126 |
|
|
2019
Q3 | $275K | Sell |
1,979
-66
| -3% | -$9.17K | 0.06% | 110 |
|
|
2019
Q2 | $270K | Buy |
+2,045
| New | +$270K | 0.06% | 113 |
|