EI
Excelsia Inc’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-8,340
| Closed | -$1.58M | – | 33 |
|
|
2014
Q3 | $1.58M | Sell |
8,340
-845
| -9% | -$160K | 2.62% | 13 |
|
|
2014
Q2 | $1.67M | Sell |
9,185
-6,415
| -41% | -$1.16M | 2.14% | 18 |
|
|
2014
Q1 | $3M | Buy |
15,600
+85
| +0.5% | +$16.4K | 4.17% | 3 |
|
|
2013
Q4 | $2.91M | Sell |
15,515
-4,820
| -24% | -$904K | 4.02% | 5 |
|
|
2013
Q3 | $3.77M | Buy |
20,335
+7,505
| +58% | +$1.39M | 4.06% | 6 |
|
|
2013
Q2 | $2.45M | Buy |
+12,830
| New | +$2.45M | 2.4% | 25 |
|