Capital Market Strategies’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,738
| Closed | -$646K | – | 154 |
|
|
2024
Q2 | $646K | Buy |
3,738
+142
| +4% | +$24.6K | 0.41% | 48 |
|
|
2024
Q1 | $687K | Hold |
3,596
| – | – | 0.52% | 46 |
|
|
2023
Q4 | $588K | Hold |
3,596
| – | – | 0.51% | 48 |
|
|
2023
Q3 | $505K | Hold |
3,596
| – | – | 0.5% | 52 |
|
|
2023
Q2 | $481K | Buy |
+3,596
| New | +$481K | 0.45% | 58 |
|
|
2023
Q1 | – | Sell |
-3,596
| Closed | -$507K | – | 80 |
|
|
2022
Q4 | $507K | Hold |
3,596
| – | – | 0.54% | 53 |
|
|
2022
Q3 | $427K | Sell |
3,596
-15
| -0.4% | -$1.78K | 0.48% | 57 |
|
|
2022
Q2 | $510K | Sell |
3,611
-10
| -0.3% | -$1.41K | 0.54% | 54 |
|
|
2022
Q1 | $471K | Hold |
3,621
| – | – | 0.41% | 64 |
|
|
2021
Q4 | $484K | Buy |
+3,621
| New | +$484K | 0.4% | 65 |
|