BIG
Bellwether Investment Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $272K | Sell |
1,776
-1
| -0.1% | -$146 | 1.09% | 33 |
|
|
2017
Q3 | $258K | Sell |
1,777
-35
| -2% | -$5K | 1.21% | 36 |
|
|
2017
Q2 | $279K | Hold |
1,812
| – | – | 1.29% | 36 |
|
|
2017
Q1 | $316K | Sell |
1,812
-1,275
| -41% | -$222K | 0.83% | 26 |
|
|
2016
Q4 | $512K | Buy |
+3,087
| New | +$512K | 0.46% | 51 |
|
|
2016
Q2 | $449K | Buy |
+2,955
| New | +$449K | 0.49% | 56 |
|