BA
Bristol Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,900
| Closed | -$216K | – | 48 |
|
|
2018
Q4 | $216K | Hold |
1,900
| – | – | 0.26% | 43 |
|
|
2018
Q3 | $287K | Sell |
1,900
-7,600
| -80% | -$1.15M | 0.48% | 28 |
|
|
2018
Q2 | $1.33M | Buy |
9,500
+6,500
| +217% | +$908K | 2.61% | 11 |
|
|
2018
Q1 | $460K | Buy |
+3,000
| New | +$460K | 1.5% | 16 |
|
|
2017
Q4 | – | Sell |
-3,800
| Closed | -$551K | – | 80 |
|
|
2017
Q3 | $551K | Buy |
3,800
+900
| +31% | +$131K | 0.55% | 39 |
|
|
2017
Q2 | $446K | Hold |
2,900
| – | – | 0.3% | 26 |
|
|
2017
Q1 | $505K | Sell |
2,900
-13,900
| -83% | -$2.42M | 0.57% | 25 |
|
|
2016
Q4 | $2.79M | Buy |
+16,800
| New | +$2.79M | 2.82% | 8 |
|