Cornerstone Financial Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $796K | Buy |
5,422
+3,982
| +277% | +$585K | 0.26% | 69 |
|
|
2017
Q3 | $200K | Hold |
1,440
| – | – | 0.08% | 109 |
|
|
2017
Q2 | $212K | Sell |
1,440
-32
| -2% | -$4.71K | 0.08% | 113 |
|
|
2017
Q1 | $245K | Sell |
1,472
-372
| -20% | -$61.9K | 0.08% | 130 |
|
|
2016
Q4 | $294K | Buy |
1,844
+98
| +6% | +$15.6K | 0.09% | 132 |
|
|
2016
Q3 | $267K | Sell |
1,746
-44
| -2% | -$6.73K | 0.09% | 126 |
|
|
2016
Q2 | $261K | Buy |
1,790
+139
| +8% | +$20.3K | 0.09% | 139 |
|
|
2016
Q1 | $240K | Sell |
1,651
-4,080
| -71% | -$593K | 0.09% | 137 |
|
|
2015
Q4 | $753K | Buy |
+5,731
| New | +$753K | 0.28% | 89 |
|