Concert Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $320K | Sell |
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|
2017
Q1 | $1.77M | Sell |
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|
2016
Q4 | $1.81M | Sell |
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|
2016
Q3 | $2.53M | Buy |
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|
2016
Q2 | $2.33M | Buy |
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|
2016
Q1 | $2M | Buy |
|
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|
2015
Q4 | $1.75M | Sell |
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|
2015
Q3 | $2.7M | Buy |
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|
2015
Q2 | $2.74M | Buy |
|
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|
2015
Q1 | $978K | Buy |
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|
2014
Q4 | $1.98M | Buy |
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|
2014
Q3 | $2.19M | Sell |
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|
2014
Q2 | $2.06M | Sell |
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|
2014
Q1 | $2.23M | Sell |
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|
2013
Q4 | $2.82M | Sell |
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|
2013
Q3 | $2.83M | Sell |
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|
2013
Q2 | $3.22M | Buy |
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