CIM
Calvert Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-46,320
| Closed | -$7.69M | – | 278 |
|
|
2016
Q4 | $7.69M | Sell |
46,320
-4,372
| -9% | -$726K | 0.29% | 98 |
|
|
2016
Q3 | $8.05M | Buy |
50,692
+2,466
| +5% | +$392K | 0.3% | 101 |
|
|
2016
Q2 | $7.32M | Sell |
48,226
-50,707
| -51% | -$7.7M | 0.29% | 109 |
|
|
2016
Q1 | $15M | Sell |
98,933
-873
| -0.9% | -$132K | 0.66% | 38 |
|
|
2015
Q4 | $13.7M | Buy |
99,806
+13,443
| +16% | +$1.85M | 0.63% | 43 |
|
|
2015
Q3 | $12.5M | Buy |
86,363
+379
| +0.4% | +$54.9K | 0.62% | 39 |
|
|
2015
Q2 | $14M | Buy |
85,984
+3,903
| +5% | +$635K | 0.62% | 40 |
|
|
2015
Q1 | $13.2M | Buy |
82,081
+40,008
| +95% | +$6.42M | 0.85% | 28 |
|
|
2014
Q4 | $6.75M | Sell |
42,073
-10,444
| -20% | -$1.68M | 0.46% | 69 |
|
|
2014
Q3 | $9.97M | Buy |
52,517
+26,035
| +98% | +$4.94M | 0.74% | 38 |
|
|
2014
Q2 | $4.8M | Sell |
26,482
-17,532
| -40% | -$3.18M | 0.32% | 88 |
|
|
2014
Q1 | $8.47M | Sell |
44,014
-535
| -1% | -$103K | 0.6% | 62 |
|
|
2013
Q4 | $8.36M | Buy |
44,549
+130
| +0.3% | +$24.4K | 0.61% | 61 |
|
|
2013
Q3 | $8.23M | Buy |
44,419
+8,742
| +25% | +$1.62M | 1.02% | 22 |
|
|
2013
Q2 | $6.82M | Buy |
+35,677
| New | +$6.82M | 0.93% | 32 |
|