Douglas C. Lane & Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $6.62M | Sell |
50,298
-4,561
| -8% | -$600K | 0.18% | 115 |
|
|
2015
Q3 | $7.6M | Sell |
54,859
-878
| -2% | -$122K | 0.22% | 110 |
|
|
2015
Q2 | $8.67M | Buy |
55,737
+3,298
| +6% | +$513K | 0.23% | 107 |
|
|
2015
Q1 | $8.05M | Buy |
52,439
+5,905
| +13% | +$906K | 0.21% | 109 |
|
|
2014
Q4 | $7.14M | Buy |
46,534
+2,203
| +5% | +$338K | 0.19% | 107 |
|
|
2014
Q3 | $8.05M | Buy |
44,331
+2,984
| +7% | +$542K | 0.24% | 105 |
|
|
2014
Q2 | $7.17M | Buy |
41,347
+17
| +0% | +$2.95K | 0.22% | 105 |
|
|
2014
Q1 | $7.61M | Buy |
41,330
+3,287
| +9% | +$605K | 0.24% | 96 |
|
|
2013
Q4 | $6.82M | Buy |
38,043
+1,159
| +3% | +$208K | 0.23% | 99 |
|
|
2013
Q3 | $6.53M | Buy |
36,884
+4,616
| +14% | +$817K | 0.24% | 100 |
|
|
2013
Q2 | $5.9M | Buy |
+32,268
| New | +$5.9M | 0.23% | 99 |
|