Capital Directions Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.23K | Buy |
+30
| New | +$4.23K | ﹤0.01% | 226 |
|
|
2022
Q3 | – | Sell |
-180
| Closed | -$25K | – | 228 |
|
|
2022
Q2 | $25K | Sell |
180
-27
| -13% | -$3.75K | 0.01% | 164 |
|
|
2022
Q1 | $27K | Buy |
+207
| New | +$27K | 0.01% | 180 |
|
|
2021
Q4 | – | Sell |
-31
| Closed | -$4K | – | 128 |
|
|
2021
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 246 |
|
|
2021
Q2 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 223 |
|
|
2021
Q1 | – | Sell |
-31
| Closed | -$4K | – | 248 |
|
|
2020
Q4 | $4K | Hold |
31
| – | – | ﹤0.01% | 186 |
|
|
2020
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 192 |
|
|
2020
Q2 | $4K | Hold |
31
| – | – | ﹤0.01% | 200 |
|
|
2020
Q1 | $3K | Sell |
31
-628
| -95% | -$60.8K | ﹤0.01% | 221 |
|
|
2019
Q4 | $84K | Hold |
659
| – | – | 0.03% | 103 |
|
|
2019
Q3 | $92K | Buy |
+659
| New | +$92K | 0.03% | 86 |
|
|
2018
Q3 | – | Sell |
-31
| Closed | -$4K | – | 179 |
|
|
2018
Q2 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 134 |
|