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DCF Advisers’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-5,000
| Closed | -$733K | – | 77 |
|
2021
Q2 | $733K | Sell |
5,000
-1,500
| -23% | -$220K | 0.26% | 48 |
|
2021
Q1 | $866K | Buy |
+6,500
| New | +$866K | 0.38% | 46 |
|
2020
Q4 | – | Sell |
-7,500
| Closed | -$913K | – | 82 |
|
2020
Q3 | $913K | Hold |
7,500
| – | – | 0.47% | 41 |
|
2020
Q2 | $906K | Hold |
7,500
| – | – | 0.51% | 36 |
|
2020
Q1 | $832K | Buy |
+7,500
| New | +$832K | 0.54% | 30 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 55 |
|