DC Investments Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,516
| Closed | -$203K | – | 55 |
|
|
2021
Q4 | $203K | Buy |
+1,516
| New | +$203K | 0.29% | 51 |
|
|
2020
Q2 | – | Sell |
-4,478
| Closed | -$475K | – | 337 |
|
|
2020
Q1 | $475K | Buy |
+4,478
| New | +$475K | 0.39% | 77 |
|
|
2019
Q4 | – | Sell |
-6,438
| Closed | -$895K | – | 277 |
|
|
2019
Q3 | $895K | Buy |
6,438
+4,819
| +298% | +$670K | 0.52% | 17 |
|
|
2019
Q2 | $213K | Buy |
+1,619
| New | +$213K | 0.12% | 313 |
|
|
2018
Q4 | – | Sell |
-2,690
| Closed | -$389K | – | 273 |
|
|
2018
Q3 | $389K | Sell |
2,690
-898
| -25% | -$130K | 0.26% | 223 |
|
|
2018
Q2 | $479K | Buy |
3,588
+94
| +3% | +$12.5K | 0.3% | 225 |
|
|
2018
Q1 | $512K | Buy |
3,494
+1,464
| +72% | +$215K | 0.34% | 106 |
|
|
2017
Q4 | $298K | Buy |
+2,030
| New | +$298K | 0.12% | 230 |
|