DFPG Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.77M | Buy |
23,523
+357
| +2% | +$57.2K | 0.29% | 86 |
|
|
2023
Q3 | $3.4M | Buy |
23,166
+5,292
| +30% | +$776K | 0.32% | 80 |
|
|
2023
Q2 | $2.42M | Buy |
17,874
+6,620
| +59% | +$897K | 0.22% | 112 |
|
|
2023
Q1 | $1.48M | Buy |
11,254
+4,968
| +79% | +$651K | 0.16% | 139 |
|
|
2022
Q4 | $913K | Buy |
6,286
+4,462
| +245% | +$648K | 0.15% | 159 |
|
|
2022
Q3 | $237K | Sell |
1,824
-816
| -31% | -$106K | 0.1% | 144 |
|
|
2022
Q2 | $365K | Buy |
2,640
+824
| +45% | +$114K | 0.16% | 98 |
|
|
2022
Q1 | $229K | Buy |
1,816
+40
| +2% | +$5.04K | 0.09% | 149 |
|
|
2021
Q4 | $232K | Buy |
1,776
+19
| +1% | +$2.48K | 0.1% | 150 |
|
|
2021
Q3 | $241K | Buy |
+1,757
| New | +$241K | 0.09% | 154 |
|
|
2020
Q2 | – | Sell |
-1,768
| Closed | -$201K | – | 177 |
|
|
2020
Q1 | $201K | Buy |
+1,768
| New | +$201K | 0.15% | 140 |
|
|
2019
Q2 | – | Sell |
-1,468
| Closed | -$200K | – | 171 |
|
|
2019
Q1 | $200K | Buy |
+1,468
| New | +$200K | 0.21% | 129 |
|