FCG Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $506K | Buy |
4,349
+164
| +4% | +$19.1K | 0.12% | 96 |
|
|
2020
Q2 | $483K | Buy |
4,185
+52
| +1% | +$6K | 0.13% | 82 |
|
|
2020
Q1 | $438K | Buy |
4,133
+782
| +23% | +$82.9K | 0.12% | 82 |
|
|
2019
Q4 | $429K | Buy |
3,351
+724
| +28% | +$92.7K | 0.12% | 94 |
|
|
2019
Q3 | $365K | Sell |
2,627
-37
| -1% | -$5.14K | 0.11% | 98 |
|
|
2019
Q2 | $351K | Sell |
2,664
-36
| -1% | -$4.74K | 0.11% | 99 |
|
|
2019
Q1 | $364K | Sell |
2,700
-8
| -0.3% | -$1.08K | 0.12% | 93 |
|
|
2018
Q4 | $294K | Sell |
2,708
-466
| -15% | -$50.6K | 0.11% | 100 |
|
|
2018
Q3 | $459K | Buy |
3,174
+44
| +1% | +$6.36K | 0.16% | 75 |
|
|
2018
Q2 | $418K | Buy |
3,130
+164
| +6% | +$21.9K | 0.15% | 81 |
|
|
2018
Q1 | $435K | Buy |
2,966
+5
| +0.2% | +$733 | 0.15% | 76 |
|
|
2017
Q4 | $434K | Sell |
2,961
-235
| -7% | -$34.4K | 0.16% | 67 |
|
|
2017
Q3 | $443K | Sell |
3,196
-306
| -9% | -$42.4K | 0.16% | 68 |
|
|
2017
Q2 | $515K | Sell |
3,502
-6
| -0.2% | -$882 | 0.17% | 69 |
|
|
2017
Q1 | $539K | Buy |
3,508
+288
| +9% | +$44.3K | 0.22% | 57 |
|
|
2016
Q4 | $511K | Buy |
3,220
+5
| +0.2% | +$793 | 0.23% | 54 |
|
|
2016
Q3 | $488K | Buy |
3,215
+12
| +0.4% | +$1.82K | 0.15% | 68 |
|
|
2016
Q2 | $465K | Buy |
3,203
+58
| +2% | +$8.42K | 0.15% | 75 |
|
|
2016
Q1 | $455K | Sell |
3,145
-1
| -0% | -$145 | 0.16% | 64 |
|
|
2015
Q4 | $414K | Buy |
3,146
+10
| +0.3% | +$1.32K | 0.25% | 57 |
|
|
2015
Q3 | $435K | Sell |
3,136
-51
| -2% | -$7.07K | 0.36% | 53 |
|
|
2015
Q2 | $496K | Sell |
3,187
-102
| -3% | -$15.9K | 0.39% | 50 |
|
|
2015
Q1 | $505K | Sell |
3,289
-198
| -6% | -$30.4K | 0.26% | 61 |
|
|
2014
Q4 | $528K | Sell |
3,487
-194
| -5% | -$29.4K | 0.26% | 64 |
|
|
2014
Q3 | $652K | Sell |
3,681
-159
| -4% | -$28.2K | 0.43% | 38 |
|
|
2014
Q2 | $665K | Sell |
3,840
-187
| -5% | -$32.4K | 0.5% | 41 |
|
|
2014
Q1 | $741K | Sell |
4,027
-307
| -7% | -$56.5K | 0.53% | 39 |
|
|
2013
Q4 | $777K | Buy |
4,334
+710
| +20% | +$127K | 0.52% | 35 |
|
|
2013
Q3 | $642K | Sell |
3,624
-50
| -1% | -$8.86K | 0.46% | 37 |
|
|
2013
Q2 | $671K | Buy |
+3,674
| New | +$671K | 0.54% | 37 |
|