Clear Perspectives Financial Planning’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $13.4K | Hold |
102
| – | – | 0.01% | 132 |
|
|
2022
Q4 | $14.4K | Hold |
102
| – | – | 0.01% | 139 |
|
|
2022
Q3 | $12K | Hold |
102
| – | – | 0.01% | 137 |
|
|
2022
Q2 | $14K | Sell |
102
-10
| -9% | -$1.37K | 0.01% | 141 |
|
|
2022
Q1 | $15K | Hold |
112
| – | – | 0.01% | 147 |
|
|
2021
Q4 | $15K | Sell |
112
-5
| -4% | -$670 | 0.01% | 157 |
|
|
2021
Q3 | $16K | Hold |
117
| – | – | 0.01% | 141 |
|
|
2021
Q2 | $16K | Hold |
117
| – | – | 0.01% | 149 |
|
|
2021
Q1 | $15K | Hold |
117
| – | – | 0.01% | 137 |
|
|
2020
Q4 | $14K | Buy |
+117
| New | +$14K | 0.01% | 134 |
|