BKA
Brick & Kyle Associates’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,435
| Closed | -$202K | – | 70 |
|
|
2019
Q1 | $202K | Sell |
1,435
-358
| -20% | -$50.4K | 0.21% | 64 |
|
|
2018
Q4 | $204K | Buy |
+1,793
| New | +$204K | 0.19% | 84 |
|
|
2018
Q2 | $278K | Sell |
1,993
-185
| -8% | -$25.8K | 0.22% | 81 |
|
|
2018
Q1 | $334K | Hold |
2,178
| – | – | 0.27% | 73 |
|
|
2017
Q4 | $334K | Sell |
2,178
-16
| -0.7% | -$2.45K | 0.27% | 74 |
|
|
2017
Q3 | $318K | Hold |
2,194
| – | – | 0.26% | 76 |
|
|
2017
Q2 | $338K | Sell |
2,194
-634
| -22% | -$97.7K | 0.29% | 70 |
|
|
2017
Q1 | $492K | Sell |
2,828
-82
| -3% | -$14.3K | 0.38% | 61 |
|
|
2016
Q4 | $483K | Buy |
2,910
+333
| +13% | +$55.3K | 0.39% | 60 |
|
|
2016
Q3 | $409K | Hold |
2,577
| – | – | 0.33% | 67 |
|
|
2016
Q2 | $391K | Buy |
2,577
+133
| +5% | +$20.2K | 0.32% | 68 |
|
|
2016
Q1 | $370K | Buy |
2,444
+400
| +20% | +$60.6K | 0.32% | 65 |
|
|
2015
Q4 | $281K | Sell |
2,044
-360
| -15% | -$49.5K | 0.25% | 74 |
|
|
2015
Q3 | $349K | Buy |
2,404
+85
| +4% | +$12.3K | 0.33% | 66 |
|
|
2015
Q2 | $377K | Hold |
2,319
| – | – | 0.32% | 70 |
|
|
2015
Q1 | $372K | Buy |
2,319
+100
| +5% | +$16K | 0.32% | 69 |
|
|
2014
Q4 | $356K | Buy |
+2,219
| New | +$356K | 0.31% | 72 |
|