Clarity Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-996
| Closed | -$220K | – | 135 |
|
|
2024
Q3 | $220K | Buy |
+996
| New | +$220K | 0.03% | 140 |
|
|
2021
Q3 | – | Sell |
-2,206
| Closed | -$309K | – | 106 |
|
|
2021
Q2 | $309K | Buy |
2,206
+263
| +14% | +$36.8K | 0.06% | 90 |
|
|
2021
Q1 | $248K | Buy |
+1,943
| New | +$248K | 0.05% | 113 |
|