CIM
Cetera Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,352
| Closed | -$519K | – | 32 |
|
|
2017
Q2 | $519K | Sell |
3,352
-605
| -15% | -$93.7K | 0.66% | 43 |
|
|
2017
Q1 | $689K | Sell |
3,957
-3,271
| -45% | -$570K | 0.79% | 34 |
|
|
2016
Q4 | $1.2M | Sell |
7,228
-1,014
| -12% | -$168K | 0.9% | 30 |
|
|
2016
Q3 | $1.31M | Sell |
8,242
-1,338
| -14% | -$213K | 0.84% | 32 |
|
|
2016
Q2 | $1.45M | Sell |
9,580
-928
| -9% | -$141K | 0.86% | 34 |
|
|
2016
Q1 | $1.59M | Sell |
10,508
-171
| -2% | -$25.9K | 0.82% | 32 |
|
|
2015
Q4 | $1.49M | Buy |
+10,679
| New | +$1.49M | 0.6% | 61 |
|