Carmel Capital Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-109
| Closed | -$15.3K | – | 396 |
|
|
2023
Q3 | $15.3K | Buy |
+109
| New | +$15.3K | 0.01% | 389 |
|
|
2023
Q2 | – | Sell |
-671
| Closed | -$88K | – | 448 |
|
|
2023
Q1 | $88K | Buy |
+671
| New | +$88K | 0.05% | 203 |
|
|
2022
Q1 | – | Sell |
-1,555
| Closed | -$208K | – | 129 |
|
|
2021
Q4 | $208K | Buy |
+1,555
| New | +$208K | 0.16% | 113 |
|