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DCM Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,639
| Closed | -$314K | – | 117 |
|
|
2022
Q3 | $314K | Sell |
2,639
-350
| -12% | -$41.6K | 0.16% | 142 |
|
|
2022
Q2 | $422K | Buy |
+2,989
| New | +$422K | 0.18% | 121 |
|
|
2021
Q4 | – | Sell |
-1,735
| Closed | -$241K | – | 265 |
|
|
2021
Q3 | $241K | Sell |
1,735
-36
| -2% | -$5K | 0.09% | 210 |
|
|
2021
Q2 | $260K | Sell |
1,771
-672
| -28% | -$98.7K | 0.15% | 168 |
|
|
2021
Q1 | $326K | Buy |
2,443
+17
| +0.7% | +$2.27K | 0.19% | 147 |
|
|
2020
Q4 | $305K | Buy |
+2,426
| New | +$305K | 0.18% | 144 |
|