BIA
Benchmark Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,496
| Closed | -$200K | – | 85 |
|
|
2023
Q2 | $200K | Sell |
1,496
-1,324
| -47% | -$177K | 0.18% | 88 |
|
|
2023
Q1 | $370K | Sell |
2,820
-297
| -10% | -$38.9K | 0.38% | 64 |
|
|
2022
Q4 | $439K | Buy |
3,117
+18
| +0.6% | +$2.54K | 0.46% | 62 |
|
|
2022
Q3 | $368K | Sell |
3,099
-918
| -23% | -$109K | 0.4% | 69 |
|
|
2022
Q2 | $567K | Buy |
4,017
+1,747
| +77% | +$247K | 0.59% | 54 |
|
|
2022
Q1 | $295K | Buy |
+2,270
| New | +$295K | 0.22% | 109 |
|