BSWA
Bromfield Sneider Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $13.7K | Hold |
72
| – | – | 0.01% | 101 |
|
|
2023
Q4 | $11.8K | Hold |
72
| – | – | 0.01% | 97 |
|
|
2023
Q3 | $10.1K | Hold |
72
| – | – | 0.01% | 95 |
|
|
2023
Q2 | $9.63K | Hold |
72
| – | – | 0.01% | 94 |
|
|
2023
Q1 | $9.44K | Hold |
72
| – | – | 0.01% | 93 |
|
|
2022
Q4 | $10.1K | Hold |
72
| – | – | 0.01% | 90 |
|
|
2022
Q3 | $9K | Hold |
72
| – | – | 0.01% | 86 |
|
|
2022
Q2 | $10K | Hold |
72
| – | – | 0.01% | 86 |
|
|
2022
Q1 | $9K | Buy |
+72
| New | +$9K | 0.01% | 99 |
|