Forester Capital Management’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 |
-8,853
| Closed | -$1.17M | – | 58 |
|
|
2015
Q4 | $1.17M | Sell |
8,853
-1,200
| -12% | -$158K | 1.05% | 31 |
|
|
2015
Q3 | $1.39M | Sell |
10,053
-187
| -2% | -$25.9K | 1.29% | 30 |
|
|
2015
Q2 | $1.59M | Sell |
10,240
-7,804
| -43% | -$1.21M | 1.29% | 30 |
|
|
2015
Q1 | $2.77M | Hold |
18,044
| – | – | 2.22% | 24 |
|
|
2014
Q4 | $2.77M | Sell |
18,044
-248
| -1% | -$38K | 2.09% | 24 |
|
|
2014
Q3 | $3.32M | Buy |
18,292
+73
| +0.4% | +$13.3K | 2.59% | 23 |
|
|
2014
Q2 | $3.16M | Hold |
18,219
| – | – | 2.47% | 22 |
|
|
2014
Q1 | $3.35M | Hold |
18,219
| – | – | 2.6% | 25 |
|
|
2013
Q4 | $3.27M | Buy |
18,219
+104
| +0.6% | +$18.6K | 2.6% | 24 |
|
|
2013
Q3 | $3.21M | Buy |
18,115
+279
| +2% | +$49.4K | 2.55% | 23 |
|
|
2013
Q2 | $3.26M | Buy |
+17,836
| New | +$3.26M | 2.61% | 21 |
|