Eagle Ridge Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,669
| Closed | -$241K | – | 165 |
|
|
2018
Q3 | $241K | Hold |
1,669
| – | – | 0.03% | 153 |
|
|
2018
Q2 | $223K | Hold |
1,669
| – | – | 0.03% | 157 |
|
|
2018
Q1 | $245K | Sell |
1,669
-1,637
| -50% | -$240K | 0.04% | 154 |
|
|
2017
Q4 | $485K | Sell |
3,306
-23
| -0.7% | -$3.37K | 0.07% | 114 |
|
|
2017
Q3 | $462K | Buy |
3,329
+75
| +2% | +$10.4K | 0.08% | 111 |
|
|
2017
Q2 | $242K | Buy |
3,254
+1,317
| +68% | +$97.9K | 0.05% | 115 |
|
|
2017
Q1 | $323K | Buy |
+1,937
| New | +$323K | 0.06% | 106 |
|