CFN
Cordasco Financial Network’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $572K | Buy |
4,049
+767
| +23% | +$108K | 0.41% | 35 |
|
|
2022
Q1 | $427K | Buy |
3,282
+28
| +0.9% | +$3.64K | 0.28% | 46 |
|
|
2021
Q4 | $435K | Buy |
3,254
+1,196
| +58% | +$160K | 0.27% | 49 |
|
|
2021
Q3 | $286K | Sell |
2,058
-1,074
| -34% | -$149K | 0.2% | 64 |
|
|
2021
Q2 | $459K | Sell |
3,132
-135
| -4% | -$19.8K | 0.32% | 39 |
|
|
2021
Q1 | $435K | Sell |
3,267
-53
| -2% | -$7.06K | 0.32% | 40 |
|
|
2020
Q4 | $418K | Sell |
3,320
-410
| -11% | -$51.6K | 0.33% | 40 |
|
|
2020
Q3 | $454K | Buy |
3,730
+118
| +3% | +$14.4K | 0.4% | 37 |
|
|
2020
Q2 | $436K | Buy |
3,612
+340
| +10% | +$41K | 0.4% | 39 |
|
|
2020
Q1 | $363K | Buy |
3,272
+1,590
| +95% | +$176K | 0.4% | 34 |
|
|
2019
Q4 | $225K | Buy |
1,682
+614
| +57% | +$82.1K | 0.2% | 57 |
|
|
2019
Q3 | $155K | Buy |
1,068
+183
| +21% | +$26.6K | 0.15% | 69 |
|
|
2019
Q2 | $122K | Buy |
885
+94
| +12% | +$13K | 0.12% | 79 |
|
|
2019
Q1 | $112K | Buy |
791
+29
| +4% | +$4.11K | 0.11% | 83 |
|
|
2018
Q4 | $87K | Hold |
762
| – | – | 0.1% | 84 |
|
|
2018
Q3 | $115K | Hold |
762
| – | – | 0.11% | 88 |
|
|
2018
Q2 | $106K | Hold |
762
| – | – | 0.1% | 89 |
|
|
2018
Q1 | $117K | Hold |
762
| – | – | 0.13% | 85 |
|
|
2017
Q4 | $117K | Hold |
762
| – | – | 0.12% | 86 |
|
|
2017
Q3 | $111K | Buy |
762
+12
| +2% | +$1.75K | 0.12% | 82 |
|
|
2017
Q2 | $115K | Sell |
750
-1,000
| -57% | -$153K | 0.13% | 80 |
|
|
2017
Q1 | $305K | Hold |
1,750
| – | – | 0.35% | 39 |
|
|
2016
Q4 | $290K | Buy |
1,750
+1,000
| +133% | +$166K | 0.33% | 43 |
|
|
2016
Q3 | $114K | Hold |
750
| – | – | 0.13% | 88 |
|
|
2016
Q2 | $114K | Hold |
750
| – | – | 0.13% | 88 |
|
|
2016
Q1 | $114K | Hold |
750
| – | – | 0.13% | 90 |
|
|
2015
Q4 | $103K | Hold |
750
| – | – | 0.09% | 97 |
|
|
2015
Q3 | $109K | Hold |
750
| – | – | 0.09% | 92 |
|
|
2015
Q2 | $122K | Hold |
750
| – | – | 0.1% | 90 |
|
|
2015
Q1 | $120K | Hold |
750
| – | – | 0.09% | 107 |
|
|
2014
Q4 | $120K | Hold |
750
| – | – | 0.09% | 115 |
|
|
2014
Q3 | $142K | Hold |
750
| – | – | 0.11% | 107 |
|
|
2014
Q2 | $136K | Hold |
750
| – | – | 0.1% | 108 |
|
|
2014
Q1 | $144K | Hold |
750
| – | – | 0.12% | 102 |
|
|
2013
Q4 | $141K | Buy |
+750
| New | +$141K | 0.1% | 88 |
|