BDWM
Brewin Dolphin Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $164K | Hold |
1,165
| – | – | 0.02% | 128 |
|
|
2022
Q1 | $151K | Sell |
1,165
-350
| -23% | -$45.4K | 0.02% | 138 |
|
|
2021
Q4 | $202K | Hold |
1,515
| – | – | 0.02% | 132 |
|
|
2021
Q3 | $210K | Buy |
1,515
+245
| +19% | +$34K | 0.02% | 133 |
|
|
2021
Q2 | $186K | Sell |
1,270
-75
| -6% | -$11K | 0.02% | 131 |
|
|
2021
Q1 | $179K | Hold |
1,345
| – | – | 0.03% | 118 |
|
|
2020
Q4 | $169K | Hold |
1,345
| – | – | 0.03% | 115 |
|
|
2020
Q3 | $164K | Hold |
1,345
| – | – | 0.03% | 112 |
|
|
2020
Q2 | $162K | Buy |
1,345
+25
| +2% | +$3.02K | 0.03% | 108 |
|
|
2020
Q1 | $146K | Buy |
1,320
+50
| +4% | +$5.55K | 0.08% | 78 |
|
|
2019
Q4 | $170K | Hold |
1,270
| – | – | 0.08% | 83 |
|
|
2019
Q3 | $185K | Hold |
1,270
| – | – | 0.09% | 75 |
|
|
2019
Q2 | $175K | Sell |
1,270
-600
| -32% | -$82.7K | 0.09% | 79 |
|
|
2019
Q1 | $264K | Hold |
1,870
| – | – | 0.14% | 67 |
|
|
2018
Q4 | $213K | Hold |
1,870
| – | – | 0.13% | 68 |
|
|
2018
Q3 | $283K | Hold |
1,870
| – | – | 0.15% | 65 |
|
|
2018
Q2 | $261K | Hold |
1,870
| – | – | 0.16% | 61 |
|
|
2018
Q1 | $287K | Buy |
1,870
+100
| +6% | +$15.3K | 0.18% | 60 |
|
|
2017
Q4 | $272K | Sell |
1,770
-252
| -12% | -$38.7K | 0.17% | 60 |
|
|
2017
Q3 | $293K | Buy |
+2,022
| New | +$293K | 0.2% | 55 |
|