Engrave Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $494K | Buy |
|
|||||
|
2023
Q3 | $419K | Buy |
|
|||||
|
2023
Q2 | $359K | Sell |
|
|||||
|
2023
Q1 | $339K | Sell |
|
|||||
|
2022
Q4 | $383K | Buy |
|
|||||
|
2022
Q3 | $247K | Buy |
|
|||||
|
2022
Q2 | $293K | Hold |
|
|||||
|
2022
Q1 | $270K | Hold |
|
|||||
|
2021
Q4 | $277K | Sell |
|
|||||
|
2021
Q3 | $331K | Hold |
|
|||||
|
2021
Q2 | $350K | Buy |
|
|||||
|
2021
Q1 | $278K | Buy |
|
|||||
|
2020
Q4 | $263K | Sell |
|
|||||
|
2020
Q3 | $293K | Buy |
|
|||||
|
2020
Q2 | $251K | Sell |
|
|||||
|
2020
Q1 | $248K | Sell |
|
|||||
|
2019
Q4 | $308K | Buy |
|