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Dougherty Wealth Advisers’s IBM IBM Stock Holding History

Dougherty Wealth Advisers’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-17
Closed -$2K – 198
2019
Q2 		$2K Hold
17
– – 0.01% 236
2019
Q1 		$2K Hold
17
– – 0.01% 199
2018
Q4 		$2K Buy
+17
New +$2K 0.01% 213