BPWA
Beacon Pointe Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $676K | Buy |
5,280
+806
| +18% | +$103K | 0.12% | 135 |
|
|
2019
Q3 | $624K | Sell |
4,474
-2,403
| -35% | -$335K | 0.13% | 136 |
|
|
2019
Q2 | $908K | Sell |
6,877
-11
| -0.2% | -$1.45K | 0.19% | 105 |
|
|
2019
Q1 | $927K | Sell |
6,888
-273
| -4% | -$36.7K | 0.21% | 99 |
|
|
2018
Q4 | $777K | Buy |
+7,161
| New | +$777K | 0.28% | 93 |
|