FDO Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-12,953
| Closed | -$1.8M | – | 214 |
|
|
2017
Q3 | $1.8M | Buy |
12,953
+4,780
| +58% | +$663K | 0.72% | 44 |
|
|
2017
Q2 | $1.2M | Buy |
+8,173
| New | +$1.2M | 0.26% | 156 |
|
|
2016
Q3 | – | Sell |
-15,494
| Closed | -$2.25M | – | 227 |
|
|
2016
Q2 | $2.25M | Buy |
15,494
+10,061
| +185% | +$1.46M | 1.22% | 10 |
|
|
2016
Q1 | $787K | Buy |
5,433
+2,247
| +71% | +$325K | 0.51% | 71 |
|
|
2015
Q4 | $419K | Buy |
+3,186
| New | +$419K | 0.24% | 168 |
|