EWG Elevate’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
1,294
+135
| +12% | +$39.8K | 0.12% | 103 |
|
|
2025
Q1 | $288K | Sell |
1,159
-8
| -0.7% | -$1.99K | 0.11% | 98 |
|
|
2024
Q4 | $257K | Hold |
1,167
| – | – | 0.08% | 132 |
|
|
2024
Q3 | $258K | Buy |
1,167
+7
| +0.6% | +$1.55K | 0.1% | 96 |
|
|
2024
Q2 | $201K | Sell |
1,160
-50
| -4% | -$8.65K | 0.07% | 127 |
|
|
2024
Q1 | $231K | Buy |
+1,210
| New | +$231K | 0.09% | 114 |
|
|
2023
Q1 | – | Sell |
-1,095
| Closed | -$154K | – | 371 |
|
|
2022
Q4 | $154K | Buy |
+1,095
| New | +$154K | 0.08% | 85 |
|