Engrave Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $494K | Buy |
3,022
+39
| +1% | +$6.38K | 0.14% | 51 |
|
|
2023
Q3 | $419K | Buy |
2,983
+300
| +11% | +$42.1K | 0.13% | 45 |
|
|
2023
Q2 | $359K | Sell |
2,683
-7
| -0.3% | -$937 | 0.11% | 45 |
|
|
2023
Q1 | $339K | Sell |
2,690
-40
| -1% | -$5.04K | 0.11% | 49 |
|
|
2022
Q4 | $383K | Buy |
2,730
+653
| +31% | +$91.7K | 0.13% | 49 |
|
|
2022
Q3 | $247K | Buy |
2,077
+1
| +0% | +$119 | 0.12% | 51 |
|
|
2022
Q2 | $293K | Hold |
2,076
| – | – | 0.13% | 45 |
|
|
2022
Q1 | $270K | Hold |
2,076
| – | – | 0.1% | 45 |
|
|
2021
Q4 | $277K | Sell |
2,076
-420
| -17% | -$56K | 0.08% | 57 |
|
|
2021
Q3 | $331K | Hold |
2,496
| – | – | 0.1% | 53 |
|
|
2021
Q2 | $350K | Buy |
2,496
+316
| +14% | +$44.3K | 0.11% | 56 |
|
|
2021
Q1 | $278K | Buy |
2,180
+9
| +0.4% | +$1.15K | 0.11% | 57 |
|
|
2020
Q4 | $263K | Sell |
2,171
-345
| -14% | -$41.8K | 0.22% | 48 |
|
|
2020
Q3 | $293K | Buy |
2,516
+334
| +15% | +$38.9K | 0.28% | 34 |
|
|
2020
Q2 | $251K | Sell |
2,182
-157
| -7% | -$18.1K | 0.22% | 40 |
|
|
2020
Q1 | $248K | Sell |
2,339
-68
| -3% | -$7.21K | 0.29% | 30 |
|
|
2019
Q4 | $308K | Buy |
+2,407
| New | +$308K | 0.3% | 32 |
|