DFPG Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.77M | Buy |
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|
2023
Q3 | $3.4M | Buy |
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|
2023
Q2 | $2.42M | Buy |
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|
2023
Q1 | $1.48M | Buy |
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|
2022
Q4 | $913K | Buy |
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|
2022
Q3 | $237K | Sell |
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|
2022
Q2 | $365K | Buy |
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|
2022
Q1 | $229K | Buy |
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|
2021
Q4 | $232K | Buy |
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|
2021
Q3 | $241K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $201K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $200K | Buy |
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