DPA
Delphi Private Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-14
| Closed | -$2K | – | 101 |
|
|
2017
Q4 | $2K | Sell |
14
-25
| -64% | -$3.57K | ﹤0.01% | 124 |
|
|
2017
Q3 | $6K | Hold |
39
| – | – | 0.02% | 68 |
|
|
2017
Q2 | $6K | Hold |
39
| – | – | 0.01% | 93 |
|
|
2017
Q1 | $7K | Sell |
39
-103
| -73% | -$18.5K | 0.01% | 74 |
|
|
2016
Q4 | $24K | Sell |
142
-40
| -22% | -$6.76K | 0.04% | 69 |
|
|
2016
Q3 | $29K | Sell |
182
-11
| -6% | -$1.75K | 0.05% | 52 |
|
|
2016
Q2 | $29K | Sell |
193
-98
| -34% | -$14.7K | 0.05% | 64 |
|
|
2016
Q1 | $44K | Sell |
291
-34
| -10% | -$5.14K | 0.08% | 49 |
|
|
2015
Q4 | $45K | Buy |
+325
| New | +$45K | 0.08% | 56 |
|