CWM
Cabot Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-1,694
| Closed | -$326K | – | 149 |
|
|
2014
Q1 | $326K | Sell |
1,694
-22,362
| -93% | -$4.3M | 0.09% | 132 |
|
|
2013
Q4 | $4.51M | Sell |
24,056
-723
| -3% | -$136K | 1.18% | 24 |
|
|
2013
Q3 | $4.59M | Buy |
24,779
+20,211
| +442% | +$3.74M | 1.37% | 11 |
|
|
2013
Q2 | $873K | Buy |
+4,568
| New | +$873K | 0.3% | 108 |
|