CCM
Copeland Capital Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,120
| Closed | -$213K | – | 176 |
|
|
2014
Q3 | $213K | Sell |
1,120
-40
| -3% | -$7.61K | 0.02% | 152 |
|
|
2014
Q2 | $210K | Hold |
1,160
| – | – | 0.02% | 147 |
|
|
2014
Q1 | $223K | Sell |
1,160
-25
| -2% | -$4.81K | 0.03% | 137 |
|
|
2013
Q4 | $222K | Hold |
1,185
| – | – | 0.03% | 143 |
|
|
2013
Q3 | $219K | Sell |
1,185
-70
| -6% | -$12.9K | 0.03% | 105 |
|
|
2013
Q2 | $240K | Buy |
+1,255
| New | +$240K | 0.04% | 84 |
|