CWA
Constellation Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,272
| Closed | -$207K | – | 118 |
|
|
2015
Q2 | $207K | Sell |
1,272
-746
| -37% | -$121K | 0.02% | 172 |
|
|
2015
Q1 | $324K | Hold |
2,018
| – | – | 0.03% | 160 |
|
|
2014
Q4 | $324K | Sell |
2,018
-304
| -13% | -$48.8K | 0.03% | 157 |
|
|
2014
Q3 | $441K | Sell |
2,322
-16
| -0.7% | -$3.04K | 0.04% | 146 |
|
|
2014
Q2 | $424K | Buy |
2,338
+1,216
| +108% | +$221K | 0.05% | 130 |
|
|
2014
Q1 | $216K | Hold |
1,122
| – | – | 0.02% | 181 |
|
|
2013
Q4 | $210K | Sell |
1,122
-1,050
| -48% | -$197K | 0.02% | 187 |
|
|
2013
Q3 | $402K | Sell |
2,172
-1,820
| -46% | -$337K | 0.05% | 155 |
|
|
2013
Q2 | $763K | Buy |
+3,992
| New | +$763K | 0.09% | 126 |
|