CFA
Compass Financial Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,978
| Closed | -$259K | – | 40 |
|
|
2023
Q1 | $259K | Sell |
1,978
-26
| -1% | -$3.41K | 0.33% | 100 |
|
|
2022
Q4 | $282K | Buy |
2,004
+81
| +4% | +$11.4K | 0.38% | 91 |
|
|
2022
Q3 | $228K | Hold |
1,923
| – | – | 0.34% | 98 |
|
|
2022
Q2 | $272K | Sell |
1,923
-25
| -1% | -$3.54K | 0.37% | 93 |
|
|
2022
Q1 | $253K | Buy |
1,948
+258
| +15% | +$33.5K | 0.28% | 116 |
|
|
2021
Q4 | $226K | Buy |
+1,690
| New | +$226K | 0.25% | 120 |
|