Detwiler Fenton Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-1,255
| Closed | -$218K | – | 80 |
|
2014
Q2 | $218K | Hold |
1,255
| – | – | 0.18% | 95 |
|
2014
Q1 | $231K | Sell |
1,255
-424
| -25% | -$78K | 0.2% | 84 |
|
2013
Q4 | $301K | Buy |
1,679
+110
| +7% | +$19.7K | 0.27% | 82 |
|
2013
Q3 | $278K | Sell |
1,569
-1,443
| -48% | -$256K | 0.25% | 90 |
|
2013
Q2 | $550K | Buy |
+3,012
| New | +$550K | 0.56% | 45 |
|