Bridgewater Wealth & Financial Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,492
| Closed | -$219K | – | 66 |
|
|
2017
Q2 | $219K | Sell |
1,492
-54
| -3% | -$7.93K | 0.07% | 108 |
|
|
2017
Q1 | $257K | Sell |
1,546
-373
| -19% | -$62K | 0.09% | 92 |
|
|
2016
Q4 | $305K | Buy |
1,919
+109
| +6% | +$17.3K | 0.12% | 79 |
|
|
2016
Q3 | $275K | Buy |
1,810
+6
| +0.3% | +$912 | 0.1% | 84 |
|
|
2016
Q2 | $262K | Sell |
1,804
-52
| -3% | -$7.55K | 0.09% | 91 |
|
|
2016
Q1 | $269K | Buy |
+1,856
| New | +$269K | 0.1% | 90 |
|