CIA
CSat Investment Advisory’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $7K | Buy |
49
+12
| +32% | +$1.71K | 0.01% | 476 |
|
|
2020
Q4 | $5K | Sell |
37
-23,207
| -100% | -$3.14M | ﹤0.01% | 476 |
|
|
2020
Q3 | $2.83M | Buy |
23,244
+862
| +4% | +$105K | 0.25% | 33 |
|
|
2020
Q2 | $2.7M | Sell |
22,382
-1,825
| -8% | -$220K | 0.33% | 26 |
|
|
2020
Q1 | $2.69M | Sell |
24,207
-1,783
| -7% | -$198K | 0.57% | 17 |
|
|
2019
Q4 | $3.48M | Sell |
25,990
-1,134
| -4% | -$152K | 0.92% | 6 |
|
|
2019
Q3 | $3.94M | Sell |
27,124
-286
| -1% | -$41.6K | 1.24% | 5 |
|
|
2019
Q2 | $3.78M | Buy |
27,410
+240
| +0.9% | +$33.1K | 1.34% | 7 |
|
|
2019
Q1 | $3.83M | Sell |
27,170
-1,176
| -4% | -$166K | 1.94% | 3 |
|
|
2018
Q4 | $3.22M | Sell |
28,346
-11,603
| -29% | -$1.32M | 1.92% | 4 |
|
|
2018
Q3 | $6.04M | Sell |
39,949
-7,856
| -16% | -$1.19M | 3.44% | 4 |
|
|
2018
Q2 | $6.68M | Buy |
+47,805
| New | +$6.68M | 3.56% | 4 |
|