Filbrandt 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
Q3 | $74K | Sell |
556
-17
| -3% | -$2.26K | 0.04% | 65 |
|
|
2021
Q2 | $80K | Buy |
573
+3
| +0.5% | +$419 | 0.05% | 64 |
|
|
2021
Q1 | $73K | Buy |
570
+15
| +3% | +$1.92K | 0.04% | 65 |
|
|
2020
Q4 | $67K | Sell |
555
-215
| -28% | -$26K | 0.04% | 69 |
|
|
2020
Q3 | $90K | Hold |
770
| – | – | 0.07% | 55 |
|
|
2020
Q2 | $89K | Sell |
770
-52
| -6% | -$6.01K | 0.07% | 75 |
|
|
2020
Q1 | $87K | Buy |
822
+56
| +7% | +$5.93K | 0.1% | 46 |
|
|
2019
Q4 | $98K | Buy |
+766
| New | +$98K | 0.09% | 49 |
|