CIM
Confluence Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-22,883
| Closed | -$4.41M | – | 261 |
|
|
2014
Q1 | $4.41M | Buy |
22,883
+3,170
| +16% | +$610K | 0.22% | 115 |
|
|
2013
Q4 | $3.7M | Buy |
19,713
+4,520
| +30% | +$848K | 0.2% | 120 |
|
|
2013
Q3 | $2.81M | Buy |
15,193
+2,232
| +17% | +$413K | 0.17% | 133 |
|
|
2013
Q2 | $2.48M | Buy |
+12,961
| New | +$2.48M | 0.17% | 137 |
|