Evelyn V. Moreno’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,784
| Closed | -$234K | – | 127 |
|
|
2023
Q1 | $234K | Hold |
1,784
| – | – | 0.05% | 108 |
|
|
2022
Q4 | $251K | Buy |
+1,784
| New | +$251K | 0.06% | 146 |
|
|
2022
Q3 | – | Sell |
-1,576
| Closed | -$223K | – | 151 |
|
|
2022
Q2 | $223K | Buy |
+1,576
| New | +$223K | 0.05% | 145 |
|
|
2015
Q3 | – | Sell |
-1,715
| Closed | -$267K | – | 71 |
|
|
2015
Q2 | $267K | Sell |
1,715
-37
| -2% | -$5.76K | 0.11% | 69 |
|
|
2015
Q1 | $269K | Hold |
1,752
| – | – | 0.1% | 71 |
|
|
2014
Q4 | $269K | Buy |
+1,752
| New | +$269K | 0.1% | 71 |
|