Econ Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-21,523
| Closed | -$2.88M | – | 80 |
|
|
2023
Q2 | $2.88M | Buy |
21,523
+137
| +0.6% | +$18.3K | 2.03% | 9 |
|
|
2023
Q1 | $2.8M | Buy |
21,386
+4,464
| +26% | +$585K | 2.12% | 9 |
|
|
2022
Q4 | $2.38M | Sell |
16,922
-987
| -6% | -$139K | 2.42% | 18 |
|
|
2022
Q3 | $2.13M | Buy |
17,909
+4,537
| +34% | +$539K | 1.75% | 22 |
|
|
2022
Q2 | $1.89M | Sell |
13,372
-8,364
| -38% | -$1.18M | 1.52% | 30 |
|
|
2022
Q1 | $2.83M | Buy |
21,736
+3,444
| +19% | +$448K | 2.09% | 16 |
|
|
2021
Q4 | $2.45M | Buy |
+18,292
| New | +$2.45M | 1.8% | 19 |
|