Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-26,873
Closed -$2.85M 86
2020
Q1
$2.85M Sell
26,873
-2,074
-7% -$262K 0.51% 48
2019
Q4
$3.71M Sell
28,947
-396
-1% -$51.5K 0.51% 50
2019
Q3
$4.02M Sell
29,343
-1,839
-6% -$248K 0.61% 43
2019
Q2
$4.11M Sell
31,182
-203
-0.6% -$26.7K 0.6% 45
2019
Q1
$4.23M Sell
31,385
-799
-2% -$102K 0.64% 44
2018
Q4
$3.48M Sell
32,184
-1,068
-3% -$128K 0.58% 49
2018
Q3
$4.86M Sell
33,252
-5,357
-14% -$749K 0.69% 38
2018
Q2
$5.16M Sell
38,609
-566
-1% -$78.9K 0.76% 33
2018
Q1
$5.44M Sell
39,175
-132
-0.3% -$20K 0.81% 27
2017
Q4
$5.76M Sell
39,307
-1,001
-2% -$146K 0.87% 28
2017
Q3
$5.59M Sell
40,308
-2,328
-5% -$324K 0.89% 28
2017
Q2
$6.27M Sell
42,636
-2,732
-6% -$412K 0.81% 23
2017
Q1
$7.55M Sell
45,368
-179
-0.4% -$30K 1.19% 15
2016
Q4
$7.23M Sell
45,547
-32
-0.1% -$4.87K 1.2% 16
2016
Q3
$6.92M Sell
45,579
-1,491
-3% -$226K 1.18% 16
2016
Q2
$6.83M Buy
47,070
+21,025
+81% +$3.01M 1.18% 19
2016
Q1
$3.77M Sell
26,045
-65,766
-72% -$8.4M 1.49% 15
2015
Q4
$12.1M Buy
91,811
+43,677
+91% +$5.87M 1.32% 19
2015
Q3
$6.67M Sell
48,134
-1,933
-4% -$285K 1.39% 13
2015
Q2
$7.79M Sell
50,067
-1,292
-3% -$208K 1.51% 13
2015
Q1
$7.88M Sell
51,359
-1,239
-2% -$188K 1.5% 14
2014
Q4
$8.07M Sell
52,598
-3,259
-6% -$518K 1.57% 12
2014
Q3
$10.1M Sell
55,857
-4,479
-7% -$816K 2% 7
2014
Q2
$10.5M Buy
60,336
+580
+1% +$104K 1.81% 10
2014
Q1
$11M Buy
59,756
+9,412
+19% +$1.66M 1.99% 8
2013
Q4
$9.03M Buy
50,344
+1,037
+2% +$179K 1.72% 13
2013
Q3
$8.73M Sell
49,307
-744
-1% -$135K 1.81% 10
2013
Q2
$9.14M Buy
+50,051
New +$9.75M 1.98% 9

Other funds holding IBM