Brightworth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $200K | Hold |
1,685
| – | – | 0.02% | 126 |
|
|
2022
Q2 | $238K | Hold |
1,685
| – | – | 0.03% | 117 |
|
|
2022
Q1 | $219K | Sell |
1,685
-402
| -19% | -$52.2K | 0.02% | 118 |
|
|
2021
Q4 | $279K | Buy |
+2,087
| New | +$279K | 0.03% | 109 |
|
|
2021
Q3 | – | Sell |
-1,448
| Closed | -$203K | – | 112 |
|
|
2021
Q2 | $203K | Buy |
+1,448
| New | +$203K | 0.02% | 102 |
|
|
2020
Q1 | – | Sell |
-1,660
| Closed | -$213K | – | 84 |
|
|
2019
Q4 | $213K | Buy |
+1,660
| New | +$213K | 0.04% | 91 |
|
|
2018
Q4 | – | Sell |
-1,673
| Closed | -$242K | – | 94 |
|
|
2018
Q3 | $242K | Buy |
+1,673
| New | +$242K | 0.05% | 85 |
|
|
2018
Q2 | – | Sell |
-3,311
| Closed | -$486K | – | 109 |
|
|
2018
Q1 | $486K | Sell |
3,311
-187
| -5% | -$27.4K | 0.11% | 66 |
|
|
2017
Q4 | $513K | Buy |
3,498
+105
| +3% | +$15.4K | 0.12% | 66 |
|
|
2017
Q3 | $471K | Buy |
+3,393
| New | +$471K | 0.11% | 69 |
|