FTIS
First Trust Investment Solutions’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.95M | Sell |
8,835
-2,133
| -19% | -$472K | 0.22% | 104 |
|
|
2024
Q2 | $1.9M | Buy |
10,968
+455
| +4% | +$78.7K | 0.27% | 95 |
|
|
2024
Q1 | $2.01M | Buy |
10,513
+190
| +2% | +$36.3K | 0.35% | 70 |
|
|
2023
Q4 | $1.69M | Buy |
+10,323
| New | +$1.69M | 0.35% | 73 |
|