Edmond de Rothschild (Europe)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $183K | Hold |
1,203
| – | – | 0.07% | 115 |
|
|
2016
Q2 | $175K | Sell |
1,203
-226
| -16% | -$32.9K | 0.09% | 116 |
|
|
2016
Q1 | $207K | Sell |
1,429
-4,073
| -74% | -$590K | 0.11% | 103 |
|
|
2015
Q4 | $724K | Buy |
5,502
+3,447
| +168% | +$454K | 0.31% | 62 |
|
|
2015
Q3 | $285K | Sell |
2,055
-224
| -10% | -$31.1K | 0.13% | 97 |
|
|
2015
Q2 | $354K | Buy |
+2,279
| New | +$354K | 0.11% | 118 |
|