Evanston Advisors’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 |
-60,685
| Closed | -$8.77M | – | 68 |
|
|
2018
Q3 | $8.77M | Buy |
60,685
+1,294
| +2% | +$187K | 1.92% | 19 |
|
|
2018
Q2 | $7.93M | Buy |
59,391
+3,515
| +6% | +$469K | 1.79% | 29 |
|
|
2018
Q1 | $8.2M | Buy |
+55,876
| New | +$8.2M | 1.91% | 22 |
|
|
2014
Q4 | – | Sell |
-31,130
| Closed | -$5.65M | – | 63 |
|
|
2014
Q3 | $5.65M | Buy |
31,130
+867
| +3% | +$157K | 1.91% | 22 |
|
|
2014
Q2 | $5.25M | Buy |
30,263
+951
| +3% | +$165K | 1.82% | 33 |
|
|
2014
Q1 | $5.39M | Buy |
29,312
+2,352
| +9% | +$433K | 1.93% | 17 |
|
|
2013
Q4 | $4.83M | Buy |
26,960
+3,220
| +14% | +$577K | 1.82% | 35 |
|
|
2013
Q3 | $4.2M | Buy |
23,740
+1,452
| +7% | +$257K | 1.69% | 35 |
|
|
2013
Q2 | $4.07M | Buy |
+22,288
| New | +$4.07M | 1.81% | 34 |
|