CW
Connectus Wealth’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,080
| Closed | -$2.47M | – | 418 |
|
|
2023
Q4 | $2.47M | Sell |
15,080
-12,328
| -45% | -$2.02M | 0.05% | 233 |
|
|
2023
Q3 | $3.85M | Sell |
27,408
-793
| -3% | -$111K | 0.09% | 190 |
|
|
2023
Q2 | $3.78M | Buy |
28,201
+860
| +3% | +$115K | 0.09% | 163 |
|
|
2023
Q1 | $3.59M | Buy |
27,341
+3,522
| +15% | +$462K | 0.09% | 169 |
|
|
2022
Q4 | $3.36M | Buy |
23,819
+6,247
| +36% | +$880K | 0.08% | 166 |
|
|
2022
Q3 | $2.09M | Buy |
17,572
+149
| +0.9% | +$17.7K | 0.04% | 259 |
|
|
2022
Q2 | $2.46M | Buy |
17,423
+1,259
| +8% | +$178K | 0.06% | 193 |
|
|
2022
Q1 | $2.16M | Sell |
16,164
-3,541
| -18% | -$473K | 0.07% | 161 |
|
|
2021
Q4 | $2.64M | Buy |
+19,705
| New | +$2.64M | 0.1% | 116 |
|