BIM
Barton Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,092
| Closed | -$150K | – | 70 |
|
|
2015
Q4 | $150K | Buy |
+1,092
| New | +$150K | 0.05% | 51 |
|
|
2015
Q3 | – | Sell |
-1,242
| Closed | -$202K | – | 47 |
|
|
2015
Q2 | $202K | Buy |
+1,242
| New | +$202K | 0.07% | 44 |
|
|
2015
Q1 | – | Sell |
-1,689
| Closed | -$271K | – | 46 |
|
|
2014
Q4 | $271K | Sell |
1,689
-497
| -23% | -$79.7K | 0.1% | 41 |
|
|
2014
Q3 | $415K | Sell |
2,186
-132
| -6% | -$25.1K | 0.16% | 38 |
|
|
2014
Q2 | $420K | Hold |
2,318
| – | – | 0.16% | 38 |
|
|
2014
Q1 | $446K | Sell |
2,318
-472
| -17% | -$90.8K | 0.18% | 38 |
|
|
2013
Q4 | $523K | Hold |
2,790
| – | – | 0.21% | 34 |
|
|
2013
Q3 | $517K | Hold |
2,790
| – | – | 0.23% | 31 |
|
|
2013
Q2 | $533K | Buy |
+2,790
| New | +$533K | 0.28% | 32 |
|