First Long Island Investors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-58,741
| Closed | -$7.73M | – | 54 |
|
2015
Q4 | $7.73M | Sell |
58,741
-1,613
| -3% | -$212K | 1.47% | 42 |
|
2015
Q3 | $8.37M | Sell |
60,354
-164
| -0.3% | -$22.7K | 1.73% | 34 |
|
2015
Q2 | $9.41M | Buy |
60,518
+17
| +0% | +$2.64K | 1.83% | 23 |
|
2015
Q1 | $9.28M | Buy |
60,501
+4,132
| +7% | +$634K | 1.82% | 25 |
|
2014
Q4 | $8.65M | Buy |
+56,369
| New | +$8.65M | 1.71% | 32 |
|