Derby & Company’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,499
| Closed | -$208K | – | 59 |
|
|
2019
Q3 | $208K | Buy |
+1,499
| New | +$208K | 0.1% | 30 |
|
|
2019
Q1 | – | Sell |
-2,725
| Closed | -$296K | – | 24 |
|
|
2018
Q4 | $296K | Sell |
2,725
-345
| -11% | -$37.5K | 0.19% | 19 |
|
|
2018
Q3 | $444K | Sell |
3,070
-630
| -17% | -$91.1K | 0.26% | 18 |
|
|
2018
Q2 | $494K | Sell |
3,700
-1,799
| -33% | -$240K | 0.3% | 23 |
|
|
2018
Q1 | $807K | Sell |
5,499
-360
| -6% | -$52.8K | 0.53% | 17 |
|
|
2017
Q4 | $859K | Buy |
+5,859
| New | +$859K | 0.58% | 18 |
|