CW
Cobiz Wealth’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,507
| Closed | -$211K | – | 135 |
|
|
2018
Q2 | $211K | Sell |
1,507
-250
| -14% | -$35K | 0.04% | 124 |
|
|
2018
Q1 | $270K | Sell |
1,757
-65
| -4% | -$9.99K | 0.06% | 115 |
|
|
2017
Q4 | $280K | Hold |
1,822
| – | – | 0.06% | 118 |
|
|
2017
Q3 | $264K | Hold |
1,822
| – | – | 0.06% | 115 |
|
|
2017
Q2 | $280K | Sell |
1,822
-7
| -0.4% | -$1.08K | 0.06% | 121 |
|
|
2017
Q1 | $319K | Buy |
1,829
+65
| +4% | +$11.3K | 0.07% | 114 |
|
|
2016
Q4 | $293K | Sell |
1,764
-58
| -3% | -$9.63K | 0.07% | 121 |
|
|
2016
Q3 | $289K | Sell |
1,822
-72
| -4% | -$11.4K | 0.07% | 118 |
|
|
2016
Q2 | $287K | Sell |
1,894
-265
| -12% | -$40.2K | 0.07% | 121 |
|
|
2016
Q1 | $327K | Sell |
2,159
-166
| -7% | -$25.1K | 0.08% | 115 |
|
|
2015
Q4 | $320K | Sell |
2,325
-135
| -5% | -$18.6K | 0.08% | 121 |
|
|
2015
Q3 | $357K | Sell |
2,460
-837
| -25% | -$121K | 0.09% | 115 |
|
|
2015
Q2 | $536K | Sell |
3,297
-24
| -0.7% | -$3.9K | 0.12% | 96 |
|
|
2015
Q1 | $533K | Sell |
3,321
-893
| -21% | -$143K | 0.12% | 94 |
|
|
2014
Q4 | $676K | Sell |
4,214
-75
| -2% | -$12K | 0.15% | 88 |
|
|
2014
Q3 | $814K | Sell |
4,289
-198
| -4% | -$37.6K | 0.19% | 82 |
|
|
2014
Q2 | $813K | Sell |
4,487
-1,596
| -26% | -$289K | 0.19% | 84 |
|
|
2014
Q1 | $1.17M | Sell |
6,083
-1,146
| -16% | -$221K | 0.28% | 70 |
|
|
2013
Q4 | $1.36M | Sell |
7,229
-1,535
| -18% | -$288K | 0.32% | 67 |
|
|
2013
Q3 | $1.62M | Sell |
8,764
-24,761
| -74% | -$4.59M | 0.41% | 65 |
|
|
2013
Q2 | $6.41M | Buy |
+33,525
| New | +$6.41M | 1.69% | 16 |
|