CWM
Concert Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,075
| Closed | -$320K | – | 74 |
|
|
2017
Q2 | $320K | Sell |
2,075
-8,573
| -81% | -$1.32M | 0.31% | 95 |
|
|
2017
Q1 | $1.77M | Sell |
10,648
-273
| -2% | -$45.3K | 0.4% | 60 |
|
|
2016
Q4 | $1.82M | Sell |
10,921
-4,923
| -31% | -$818K | 0.4% | 55 |
|
|
2016
Q3 | $2.53M | Buy |
15,844
+488
| +3% | +$77.8K | 0.31% | 70 |
|
|
2016
Q2 | $2.34M | Buy |
15,356
+2,135
| +16% | +$325K | 0.32% | 69 |
|
|
2016
Q1 | $2M | Buy |
13,221
+539
| +4% | +$81.6K | 0.27% | 93 |
|
|
2015
Q4 | $1.75M | Sell |
12,682
-5,936
| -32% | -$819K | 0.23% | 108 |
|
|
2015
Q3 | $2.7M | Buy |
18,618
+1,727
| +10% | +$250K | 0.37% | 54 |
|
|
2015
Q2 | $2.74M | Buy |
16,891
+4,073
| +32% | +$662K | 0.35% | 55 |
|
|
2015
Q1 | $978K | Buy |
12,818
+475
| +4% | +$36.2K | 0.28% | 83 |
|
|
2014
Q4 | $1.98M | Buy |
12,343
+801
| +7% | +$129K | 0.3% | 80 |
|
|
2014
Q3 | $2.19M | Sell |
11,542
-44
| -0.4% | -$8.35K | 0.3% | 36 |
|
|
2014
Q2 | $2.06M | Sell |
11,586
-82
| -0.7% | -$14.6K | 0.25% | 45 |
|
|
2014
Q1 | $2.23M | Sell |
11,668
-3,328
| -22% | -$635K | 0.28% | 38 |
|
|
2013
Q4 | $2.82M | Sell |
14,996
-285
| -2% | -$53.5K | 0.36% | 23 |
|
|
2013
Q3 | $2.83M | Sell |
15,281
-1,522
| -9% | -$282K | 0.4% | 18 |
|
|
2013
Q2 | $3.22M | Buy |
+16,803
| New | +$3.22M | 0.48% | 16 |
|