Buckley Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,029
| Closed | -$215K | – | 126 |
|
|
2020
Q1 | $215K | Hold |
2,029
| – | – | 0.12% | 108 |
|
|
2019
Q4 | $260K | Hold |
2,029
| – | – | 0.12% | 118 |
|
|
2019
Q3 | $282K | Sell |
2,029
-1,308
| -39% | -$182K | 0.14% | 119 |
|
|
2019
Q2 | $440K | Sell |
3,337
-363
| -10% | -$47.9K | 0.21% | 94 |
|
|
2019
Q1 | $499K | Sell |
3,700
-2,013
| -35% | -$271K | 0.24% | 88 |
|
|
2018
Q4 | $621K | Sell |
5,713
-189
| -3% | -$20.5K | 0.32% | 58 |
|
|
2018
Q3 | $853K | Sell |
5,902
-230
| -4% | -$33.2K | 0.37% | 52 |
|
|
2018
Q2 | $819K | Sell |
6,132
-216
| -3% | -$28.8K | 0.39% | 49 |
|
|
2018
Q1 | $931K | Buy |
6,348
+292
| +5% | +$42.8K | 0.46% | 44 |
|
|
2017
Q4 | $888K | Buy |
+6,056
| New | +$888K | 0.45% | 47 |
|