FMA Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,631
| Closed | -$317K | – | 171 |
|
|
2020
Q4 | $317K | Sell |
2,631
-218
| -8% | -$26.3K | 0.11% | 154 |
|
|
2020
Q3 | $331K | Buy |
+2,849
| New | +$331K | 0.13% | 140 |
|
|
2015
Q2 | $113K | Buy |
+724
| New | +$113K | 0.07% | 137 |
|
|
2014
Q4 | $2.29M | Sell |
14,913
-5,532
| -27% | -$848K | 0.8% | 45 |
|
|
2014
Q3 | $3.71M | Sell |
20,445
-409
| -2% | -$74.2K | 1.37% | 16 |
|
|
2014
Q2 | $3.61M | Sell |
20,854
-981
| -4% | -$170K | 1.33% | 18 |
|
|
2014
Q1 | $4.02M | Buy |
21,835
+87
| +0.4% | +$16K | 1.58% | 13 |
|
|
2013
Q4 | $3.9M | Sell |
21,748
-1,722
| -7% | -$309K | 1.59% | 15 |
|
|
2013
Q3 | $4.16M | Sell |
23,470
-1,489
| -6% | -$264K | 1.66% | 10 |
|
|
2013
Q2 | $4.56M | Buy |
+24,959
| New | +$4.56M | 1.92% | 6 |
|