FC
Financial Consulate’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,703
| Closed | -$240K | – | 130 |
|
|
2022
Q4 | $240K | Buy |
1,703
+1
| +0.1% | +$141 | 0.08% | 122 |
|
|
2022
Q3 | $202K | Buy |
1,702
+1
| +0.1% | +$119 | 0.09% | 114 |
|
|
2022
Q2 | $240K | Buy |
1,701
+1
| +0.1% | +$141 | 0.11% | 110 |
|
|
2022
Q1 | $221K | Buy |
1,700
+24
| +1% | +$3.12K | 0.08% | 122 |
|
|
2021
Q4 | $224K | Buy |
1,676
+5
| +0.3% | +$668 | 0.08% | 125 |
|
|
2021
Q3 | $232K | Sell |
1,671
-24
| -1% | -$3.33K | 0.08% | 117 |
|
|
2021
Q2 | $248K | Buy |
1,695
+72
| +4% | +$10.5K | 0.09% | 109 |
|
|
2021
Q1 | $216K | Buy |
+1,623
| New | +$216K | 0.09% | 111 |
|
|
2018
Q3 | – | Sell |
-1,444
| Closed | -$202K | – | 118 |
|
|
2018
Q2 | $202K | Buy |
1,444
+75
| +5% | +$10.5K | 0.1% | 114 |
|
|
2018
Q1 | $210K | Buy |
+1,369
| New | +$210K | 0.11% | 101 |
|