Compass Financial Advisors’s IBM IBM Stock Holding History

Compass Financial Advisors’s Portfolio IBM Stock Details IBM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$259K	Sell
2022 Q4	$282K	Buy
2022 Q3	$228K	Hold
2022 Q2	$272K	Sell
2022 Q1	$253K	Buy
2021 Q4	$226K	Buy