Financial Planning & Information Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,657
| Closed | -$234K | – | 77 |
|
|
2022
Q2 | $234K | Buy |
+1,657
| New | +$234K | 0.06% | 66 |
|
|
2022
Q1 | – | Sell |
-1,530
| Closed | -$204K | – | 83 |
|
|
2021
Q4 | $204K | Sell |
1,530
-70
| -4% | -$9.33K | 0.05% | 78 |
|
|
2021
Q3 | $213K | Hold |
1,600
| – | – | 0.06% | 72 |
|
|
2021
Q2 | $224K | Buy |
+1,600
| New | +$224K | 0.07% | 68 |
|