DIS
Diversified Investment Strategies’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10,261
| Closed | -$1.57M | – | 43 |
|
|
2018
Q1 | $1.57M | Hold |
10,261
| – | – | 1.54% | 17 |
|
|
2017
Q4 | $1.57M | Sell |
10,261
-499
| -5% | -$76.5K | 1.43% | 18 |
|
|
2017
Q3 | $1.56M | Sell |
10,760
-124
| -1% | -$18K | 1.51% | 18 |
|
|
2017
Q2 | $1.67M | Buy |
10,884
+1,501
| +16% | +$231K | 1.61% | 20 |
|
|
2017
Q1 | $1.63M | Sell |
9,383
-250
| -3% | -$43.5K | 1.62% | 20 |
|
|
2016
Q4 | $1.6M | Sell |
9,633
-49
| -0.5% | -$8.13K | 1.67% | 17 |
|
|
2016
Q3 | $1.54M | Buy |
9,682
+1
| +0% | +$159 | 1.51% | 19 |
|
|
2016
Q2 | $1.47M | Hold |
9,681
| – | – | 1.48% | 20 |
|
|
2016
Q1 | $1.47M | Sell |
9,681
-299
| -3% | -$45.3K | 1.54% | 18 |
|
|
2015
Q4 | $1.37M | Buy |
9,980
+1,400
| +16% | +$193K | 1.56% | 17 |
|
|
2015
Q3 | $1.24M | Buy |
8,580
+35
| +0.4% | +$5.08K | 1.49% | 20 |
|
|
2015
Q2 | $1.39M | Sell |
8,545
-410
| -5% | -$66.7K | 1.43% | 20 |
|
|
2015
Q1 | $1.44M | Buy |
+8,955
| New | +$1.44M | 1.42% | 22 |
|