Camarda Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-7,261
| Closed | -$845K | – | 74 |
|
|
2020
Q3 | $845K | Sell |
7,261
-59
| -0.8% | -$6.87K | 1.03% | 25 |
|
|
2020
Q2 | $845K | Sell |
7,320
-4,658
| -39% | -$538K | 1.18% | 22 |
|
|
2020
Q1 | $1.27M | Sell |
11,978
-1,484
| -11% | -$157K | 6.42% | 4 |
|
|
2019
Q4 | $1.73M | Sell |
13,462
-1,661
| -11% | -$213K | 3.66% | 4 |
|
|
2019
Q3 | $2.1M | Sell |
15,123
-204
| -1% | -$28.4K | 4.9% | 3 |
|
|
2019
Q2 | $2.02M | Sell |
15,327
-3,297
| -18% | -$435K | 3.97% | 3 |
|
|
2019
Q1 | $2.51M | Buy |
18,624
+218
| +1% | +$29.4K | 4.8% | 2 |
|
|
2018
Q4 | $2M | Buy |
18,406
+16,875
| +1,102% | +$1.83M | 2.38% | 8 |
|
|
2018
Q3 | $221K | Buy |
1,531
+680
| +80% | +$98.2K | 0.25% | 52 |
|
|
2018
Q2 | $114K | Sell |
851
-42
| -5% | -$5.63K | 0.12% | 90 |
|
|
2018
Q1 | $131K | Sell |
893
-258
| -22% | -$37.8K | 0.14% | 86 |
|
|
2017
Q4 | $169K | Buy |
1,151
+205
| +22% | +$30.1K | 0.2% | 79 |
|
|
2017
Q3 | $131K | Hold |
946
| – | – | 0.14% | 94 |
|
|
2017
Q2 | $139K | Hold |
946
| – | – | 0.15% | 84 |
|
|
2017
Q1 | $157K | Sell |
946
-51
| -5% | -$8.46K | 0.15% | 79 |
|
|
2016
Q4 | $158K | Buy |
997
+93
| +10% | +$14.7K | 0.11% | 94 |
|
|
2016
Q3 | $137K | Hold |
904
| – | – | 0.08% | 98 |
|
|
2016
Q2 | $131K | Hold |
904
| – | – | 0.08% | 99 |
|
|
2016
Q1 | $131K | Hold |
904
| – | – | 0.08% | 123 |
|
|
2015
Q4 | $119K | Hold |
904
| – | – | 0.07% | 127 |
|
|
2015
Q3 | $125K | Hold |
904
| – | – | 0.08% | 89 |
|
|
2015
Q2 | $141K | Hold |
904
| – | – | 0.08% | 83 |
|
|
2015
Q1 | $139K | Hold |
904
| – | – | 0.08% | 92 |
|
|
2014
Q4 | $139K | Hold |
904
| – | – | 0.09% | 89 |
|
|
2014
Q3 | $164K | Buy |
904
+53
| +6% | +$9.62K | 0.11% | 88 |
|
|
2014
Q2 | $148K | Sell |
851
-1,162
| -58% | -$202K | 0.1% | 88 |
|
|
2014
Q1 | $370K | Buy |
2,013
+1,162
| +137% | +$214K | 0.28% | 62 |
|
|
2013
Q4 | $153K | Hold |
851
| – | – | 0.12% | 63 |
|
|
2013
Q3 | $151K | Hold |
851
| – | – | 0.2% | 45 |
|
|
2013
Q2 | $156K | Buy |
+851
| New | +$156K | 0.14% | 77 |
|