Bell & Brown Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,245
| Closed | -$244K | – | 88 |
|
|
2018
Q4 | $244K | Sell |
2,245
-6,046
| -73% | -$657K | 0.26% | 72 |
|
|
2018
Q3 | $915K | Buy |
8,291
+178
| +2% | +$19.6K | 0.85% | 48 |
|
|
2018
Q2 | $1.08M | Buy |
8,113
+377
| +5% | +$50.3K | 1.07% | 39 |
|
|
2018
Q1 | $1.06M | Buy |
7,736
+124
| +2% | +$17K | 1.12% | 38 |
|
|
2017
Q4 | $1.12M | Buy |
+7,612
| New | +$1.12M | 1.16% | 37 |
|