DWA
Divergent Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,726
| Closed | -$332K | – | 27 |
|
|
2020
Q3 | $332K | Buy |
2,726
+57
| +2% | +$6.94K | 0.09% | 27 |
|
|
2020
Q2 | $322K | Hold |
2,669
| – | – | 0.09% | 30 |
|
|
2020
Q1 | $296K | Sell |
2,669
-136
| -5% | -$15.1K | 0.11% | 29 |
|
|
2019
Q4 | $376K | Hold |
2,805
| – | – | 0.11% | 29 |
|
|
2019
Q3 | $408K | Hold |
2,805
| – | – | 0.13% | 27 |
|
|
2019
Q2 | $387K | Buy |
2,805
+44
| +2% | +$6.07K | 0.12% | 29 |
|
|
2019
Q1 | $390K | Hold |
2,761
| – | – | 0.13% | 26 |
|
|
2018
Q4 | $314K | Hold |
2,761
| – | – | 0.12% | 35 |
|
|
2018
Q3 | $411K | Hold |
2,761
| – | – | 0.14% | 26 |
|
|
2018
Q2 | $386K | Sell |
2,761
-7
| -0.3% | -$979 | 0.14% | 26 |
|
|
2018
Q1 | $425K | Buy |
2,768
+1,314
| +90% | +$202K | 0.16% | 25 |
|
|
2017
Q4 | $223K | Buy |
+1,454
| New | +$223K | 0.09% | 16 |
|