FFT Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,005
| Closed | -$266K | – | 76 |
|
|
2021
Q3 | $266K | Sell |
2,005
-137
| -6% | -$18.2K | 0.03% | 74 |
|
|
2021
Q2 | $300K | Buy |
+2,142
| New | +$300K | 0.07% | 43 |
|
|
2020
Q1 | – | Sell |
-52
| Closed | -$7K | – | 35 |
|
|
2019
Q4 | $7K | Buy |
+52
| New | +$7K | ﹤0.01% | 34 |
|
|
2017
Q3 | – | Sell |
-2,092
| Closed | -$308K | – | 50 |
|
|
2017
Q2 | $308K | Buy |
2,092
+523
| +33% | +$77K | 0.1% | 66 |
|
|
2017
Q1 | $261K | Hold |
1,569
| – | – | 0.08% | 74 |
|
|
2016
Q4 | $249K | Hold |
1,569
| – | – | 0.06% | 73 |
|
|
2016
Q3 | $236K | Hold |
1,569
| – | – | 0.1% | 59 |
|
|
2016
Q2 | $229K | Hold |
1,569
| – | – | 0.09% | 57 |
|
|
2016
Q1 | $227K | Hold |
1,569
| – | – | 0.1% | 54 |
|
|
2015
Q4 | $206K | Buy |
+1,569
| New | +$206K | 0.17% | 55 |
|