First National Bank of Mount Dora’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-4,881
| Closed | -$748K | – | 92 |
|
|
2015
Q1 | $748K | Sell |
4,881
-157
| -3% | -$24.1K | 0.4% | 68 |
|
|
2014
Q4 | $772K | Sell |
5,038
-92
| -2% | -$14.1K | 0.43% | 64 |
|
|
2014
Q3 | $931K | Buy |
5,130
+105
| +2% | +$19.1K | 0.55% | 61 |
|
|
2014
Q2 | $871K | Sell |
5,025
-131
| -3% | -$22.7K | 0.51% | 61 |
|
|
2014
Q1 | $949K | Sell |
5,156
-261
| -5% | -$48K | 0.58% | 61 |
|
|
2013
Q4 | $972K | Buy |
5,417
+131
| +2% | +$23.5K | 0.63% | 57 |
|
|
2013
Q3 | $936K | Sell |
5,286
-287
| -5% | -$50.8K | 0.68% | 53 |
|
|
2013
Q2 | $1.02M | Buy |
+5,573
| New | +$1.02M | 0.76% | 48 |
|