FFSOTS
Fiduciary Financial Services of The Southwest’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,642
| Closed | -$312K | – | 171 |
|
|
2014
Q3 | $312K | Buy |
+1,642
| New | +$312K | 0.09% | 142 |
|
|
2014
Q1 | – | Sell |
-1,095
| Closed | -$205K | – | 164 |
|
|
2013
Q4 | $205K | Sell |
1,095
-110
| -9% | -$20.6K | 0.06% | 155 |
|
|
2013
Q3 | $223K | Sell |
1,205
-150
| -11% | -$27.8K | 0.07% | 150 |
|
|
2013
Q2 | $259K | Buy |
+1,355
| New | +$259K | 0.09% | 138 |
|