First Western Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,531
| Closed | -$213K | – | 24 |
|
|
2019
Q3 | $213K | Sell |
1,531
-358
| -19% | -$49.8K | 3.32% | 22 |
|
|
2019
Q2 | $249K | Sell |
1,889
-21
| -1% | -$2.77K | 3.3% | 22 |
|
|
2019
Q1 | $258K | Sell |
1,910
-36
| -2% | -$4.86K | 3.67% | 18 |
|
|
2018
Q4 | $211K | Sell |
1,946
-1,962
| -50% | -$213K | 1.92% | 29 |
|
|
2018
Q3 | $565K | Sell |
3,908
-262
| -6% | -$37.9K | 2.54% | 19 |
|
|
2018
Q2 | $557K | Buy |
+4,170
| New | +$557K | 2.52% | 19 |
|
|
2015
Q3 | – | Sell |
-18,917
| Closed | -$2.94M | – | 118 |
|
|
2015
Q2 | $2.94M | Sell |
18,917
-2,093
| -10% | -$326K | 0.94% | 50 |
|
|
2015
Q1 | $3.22M | Buy |
21,010
+559
| +3% | +$85.8K | 0.97% | 43 |
|
|
2014
Q4 | $3.14M | Buy |
20,451
+652
| +3% | +$100K | 0.93% | 40 |
|
|
2014
Q3 | $3.59M | Buy |
19,799
+149
| +0.8% | +$27K | 1.06% | 36 |
|
|
2014
Q2 | $3.41M | Buy |
19,650
+39
| +0.2% | +$6.76K | 1.12% | 33 |
|
|
2014
Q1 | $3.61M | Buy |
19,611
+741
| +4% | +$136K | 1.27% | 31 |
|
|
2013
Q4 | $3.38M | Buy |
+18,870
| New | +$3.38M | 1.17% | 32 |
|