CAN
Claraphi Advisory Network’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $580K | Buy |
4,116
+744
| +22% | +$105K | 0.23% | 117 |
|
|
2022
Q3 | $401K | Sell |
3,372
-12,806
| -79% | -$1.52M | 0.22% | 119 |
|
|
2022
Q2 | $2.28M | Buy |
16,178
+3,897
| +32% | +$550K | 0.8% | 25 |
|
|
2022
Q1 | $1.6M | Buy |
12,281
+222
| +2% | +$28.9K | 0.46% | 46 |
|
|
2021
Q4 | $1.61M | Buy |
12,059
+8,219
| +214% | +$1.1M | 0.56% | 42 |
|
|
2021
Q3 | $533K | Sell |
3,840
-23
| -0.6% | -$3.19K | 0.19% | 129 |
|
|
2021
Q2 | $566K | Sell |
3,863
-927
| -19% | -$136K | 0.17% | 139 |
|
|
2021
Q1 | $638K | Buy |
4,790
+1,377
| +40% | +$183K | 0.18% | 124 |
|
|
2020
Q4 | $430K | Buy |
3,413
+1,706
| +100% | +$215K | 0.12% | 163 |
|
|
2020
Q3 | $208K | Sell |
1,707
-86
| -5% | -$10.5K | 0.08% | 223 |
|
|
2020
Q2 | $217K | Sell |
1,793
-132
| -7% | -$16K | 0.09% | 219 |
|
|
2020
Q1 | $214K | Buy |
1,925
+214
| +13% | +$23.8K | 0.1% | 181 |
|
|
2019
Q4 | $229K | Buy |
1,711
+1
| +0.1% | +$134 | 0.14% | 165 |
|
|
2019
Q3 | $249K | Sell |
1,710
-508
| -23% | -$74K | 0.15% | 153 |
|
|
2019
Q2 | $306K | Buy |
2,218
+507
| +30% | +$69.9K | 0.18% | 147 |
|
|
2019
Q1 | $241K | Buy |
+1,711
| New | +$241K | 0.15% | 174 |
|
|
2018
Q3 | – | Sell |
-1,537
| Closed | -$215K | – | 276 |
|
|
2018
Q2 | $215K | Sell |
1,537
-25
| -2% | -$3.5K | 0.14% | 225 |
|
|
2018
Q1 | $240K | Buy |
+1,562
| New | +$240K | 0.17% | 193 |
|