BWM
Braver Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.54M | Buy |
9,261
+613
| +7% | +$102K | 0.25% | 84 |
|
|
2016
Q3 | $1.37M | Buy |
8,648
+3,083
| +55% | +$490K | 0.23% | 82 |
|
|
2016
Q2 | $845K | Sell |
5,565
-2,539
| -31% | -$386K | 0.14% | 80 |
|
|
2016
Q1 | $1.23M | Buy |
+8,104
| New | +$1.23M | 0.2% | 79 |
|
|
2013
Q4 | – | Sell |
-1,675
| Closed | -$310K | – | 79 |
|
|
2013
Q3 | $310K | Buy |
+1,675
| New | +$310K | 0.11% | 72 |
|