Berman Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $336K | Buy |
2,541
+1,148
| +82% | +$152K | 0.05% | 178 |
|
|
2021
Q2 | $194K | Buy |
1,393
+496
| +55% | +$69.1K | 0.03% | 242 |
|
|
2021
Q1 | $113K | Buy |
897
+651
| +265% | +$82K | 0.02% | 277 |
|
|
2020
Q4 | $29K | Sell |
246
-627
| -72% | -$73.9K | 0.01% | 564 |
|
|
2020
Q3 | $100K | Sell |
873
-373
| -30% | -$42.7K | 0.03% | 227 |
|
|
2020
Q2 | $143K | Sell |
1,246
-180
| -13% | -$20.7K | 0.04% | 179 |
|
|
2020
Q1 | $150K | Sell |
1,426
-391
| -22% | -$41.1K | 0.05% | 147 |
|
|
2019
Q4 | $232K | Buy |
1,817
+335
| +23% | +$42.8K | 0.07% | 122 |
|
|
2019
Q3 | $206K | Sell |
1,482
-44
| -3% | -$6.12K | 0.06% | 125 |
|
|
2019
Q2 | $200K | Buy |
1,526
+279
| +22% | +$36.6K | 0.06% | 128 |
|
|
2019
Q1 | $168K | Buy |
1,247
+626
| +101% | +$84.3K | 0.06% | 140 |
|
|
2018
Q4 | $66K | Buy |
+621
| New | +$66K | 0.03% | 225 |
|