CPA
Clear Perspective Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,115
| Closed | -$156K | – | 268 |
|
|
2018
Q2 | $156K | Buy |
1,115
+15
| +1% | +$2.1K | 0.11% | 160 |
|
|
2018
Q1 | $169K | Sell |
1,100
-10
| -0.9% | -$1.54K | 0.13% | 146 |
|
|
2017
Q4 | $170K | Hold |
1,110
| – | – | 0.13% | 146 |
|
|
2017
Q3 | $161K | Hold |
1,110
| – | – | 0.13% | 145 |
|
|
2017
Q2 | $171K | Sell |
1,110
-12
| -1% | -$1.85K | 0.14% | 129 |
|
|
2017
Q1 | $195K | Hold |
1,122
| – | – | 0.13% | 121 |
|
|
2016
Q4 | $186K | Buy |
+1,122
| New | +$186K | 0.12% | 130 |
|