Berman Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $336K | Buy |
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|
2021
Q2 | $194K | Buy |
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|
2021
Q1 | $113K | Buy |
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|
2020
Q4 | $29K | Sell |
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|
2020
Q3 | $100K | Sell |
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|
2020
Q2 | $143K | Sell |
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|
2020
Q1 | $150K | Sell |
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|
2019
Q4 | $232K | Buy |
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|
2019
Q3 | $206K | Sell |
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|
2019
Q2 | $200K | Buy |
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|
2019
Q1 | $168K | Buy |
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|
2018
Q4 | $66K | Buy |
|