Barrington Strategic Wealth Management Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-9,596
| Closed | -$1.74M | – | 103 |
|
|
2014
Q3 | $1.74M | Sell |
9,596
-800
| -8% | -$145K | 1.13% | 27 |
|
|
2014
Q2 | $1.8M | Sell |
10,396
-399
| -4% | -$69.2K | 1.15% | 29 |
|
|
2014
Q1 | $1.99M | Buy |
10,795
+141
| +1% | +$26K | 1.29% | 25 |
|
|
2013
Q4 | $1.91M | Buy |
10,654
+3,077
| +41% | +$552K | 1.27% | 24 |
|
|
2013
Q3 | $1.34M | Buy |
7,577
+799
| +12% | +$141K | 1.19% | 31 |
|
|
2013
Q2 | $1.24M | Buy |
+6,778
| New | +$1.24M | 1.02% | 32 |
|