BA
BKS Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $933K | Sell |
6,609
-432
| -6% | -$61K | 0.38% | 72 |
|
|
2018
Q4 | $800K | Buy |
7,041
+2,699
| +62% | +$307K | 0.36% | 72 |
|
|
2018
Q3 | $656K | Sell |
4,342
-23
| -0.5% | -$3.48K | 0.24% | 106 |
|
|
2018
Q2 | $610K | Hold |
4,365
| – | – | 0.22% | 117 |
|
|
2018
Q1 | $670K | Hold |
4,365
| – | – | 0.24% | 102 |
|
|
2017
Q4 | $670K | Sell |
4,365
-1,124
| -20% | -$173K | 0.24% | 97 |
|
|
2017
Q3 | $796K | Buy |
5,489
+118
| +2% | +$17.1K | 0.31% | 81 |
|
|
2017
Q2 | $826K | Buy |
5,371
+1,900
| +55% | +$292K | 0.34% | 82 |
|
|
2017
Q1 | $604K | Buy |
3,471
+60
| +2% | +$10.4K | 0.26% | 98 |
|
|
2016
Q4 | $566K | Buy |
3,411
+9
| +0.3% | +$1.49K | 0.27% | 99 |
|
|
2016
Q3 | $540K | Buy |
3,402
+7
| +0.2% | +$1.11K | 0.25% | 92 |
|
|
2016
Q2 | $515K | Sell |
3,395
-200
| -6% | -$30.3K | 0.27% | 95 |
|
|
2016
Q1 | $544K | Sell |
3,595
-1,125
| -24% | -$170K | 0.28% | 89 |
|
|
2015
Q4 | $650K | Buy |
4,720
+856
| +22% | +$118K | 0.33% | 77 |
|
|
2015
Q3 | $560K | Buy |
3,864
+792
| +26% | +$115K | 0.31% | 71 |
|
|
2015
Q2 | $500K | Hold |
3,072
| – | – | 0.24% | 79 |
|
|
2015
Q1 | $493K | Buy |
+3,072
| New | +$493K | 0.23% | 84 |
|