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Concorde Asset Management’s IBM IBM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-1,914
Closed -$266K 116
2016
Q4
$266K Sell
1,914
-7,537
-80% -$1.05M 0.48% 75
2016
Q3
$1.45M Buy
+9,451
New +$1.45M 1.83% 11