CT Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $290K | Hold |
1,741
| – | – | 0.18% | 122 |
|
|
2016
Q4 | $276K | Buy |
1,741
+89
| +5% | +$14.1K | 0.18% | 122 |
|
|
2016
Q3 | $251K | Sell |
1,652
-22
| -1% | -$3.34K | 0.15% | 126 |
|
|
2016
Q2 | $243K | Sell |
1,674
-418
| -20% | -$60.6K | 0.15% | 127 |
|
|
2016
Q1 | $303K | Buy |
2,092
+106
| +5% | +$15.3K | 0.17% | 111 |
|
|
2015
Q4 | $261K | Buy |
1,986
+157
| +9% | +$20.7K | 0.15% | 120 |
|
|
2015
Q3 | $254K | Sell |
1,829
-7
| -0.4% | -$970 | 0.16% | 115 |
|
|
2015
Q2 | $285K | Hold |
1,836
| – | – | 0.16% | 114 |
|
|
2015
Q1 | $282K | Sell |
1,836
-47
| -2% | -$7.21K | 0.16% | 118 |
|
|
2014
Q4 | $289K | Buy |
+1,883
| New | +$289K | 0.22% | 89 |
|
|
2014
Q1 | $282K | Buy |
+1,836
| New | +$282K | 0.16% | 118 |
|