Evolution Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-60
| Closed | -$7K | – | 601 |
|
|
2020
Q3 | $7K | Hold |
60
| – | – | ﹤0.01% | 392 |
|
|
2020
Q2 | $7K | Buy |
+60
| New | +$7K | ﹤0.01% | 325 |
|
|
2020
Q1 | – | Sell |
-129
| Closed | -$16K | – | 465 |
|
|
2019
Q4 | $16K | Buy |
+129
| New | +$16K | ﹤0.01% | 249 |
|
|
2019
Q3 | – | Sell |
-130
| Closed | -$17K | – | 530 |
|
|
2019
Q2 | $17K | Buy |
+130
| New | +$17K | 0.01% | 141 |
|