Dean Investment Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-18,636
| Closed | -$2.58M | – | 218 |
|
|
2015
Q3 | $2.58M | Sell |
18,636
-4,282
| -19% | -$593K | 0.58% | 83 |
|
|
2015
Q2 | $3.56M | Sell |
22,918
-141
| -0.6% | -$21.9K | 0.81% | 45 |
|
|
2015
Q1 | $3.54M | Buy |
23,059
+464
| +2% | +$71.2K | 0.82% | 46 |
|
|
2014
Q4 | $3.47M | Sell |
22,595
-1,097
| -5% | -$168K | 0.8% | 45 |
|
|
2014
Q3 | $4.3M | Buy |
+23,692
| New | +$4.3M | 1.05% | 35 |
|