Foresters Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,690
| Closed | -$248K | – | 471 |
|
|
2017
Q4 | $248K | Buy |
+1,690
| New | +$248K | ﹤0.01% | 464 |
|
|
2017
Q3 | – | Sell |
-84,789
| Closed | -$12.5M | – | 605 |
|
|
2017
Q2 | $12.5M | Sell |
84,789
-41,526
| -33% | -$6.11M | 0.21% | 154 |
|
|
2017
Q1 | $21M | Hold |
126,315
| – | – | 0.37% | 102 |
|
|
2016
Q4 | $20.1M | Buy |
126,315
+262
| +0.2% | +$41.8K | 0.36% | 104 |
|
|
2016
Q3 | $19.1M | Buy |
126,053
+313
| +0.2% | +$47.5K | 0.36% | 103 |
|
|
2016
Q2 | $18.2M | Buy |
125,740
+2,417
| +2% | +$351K | 0.35% | 106 |
|
|
2016
Q1 | $17.9M | Hold |
123,323
| – | – | 0.36% | 101 |
|
|
2015
Q4 | $16.2M | Sell |
123,323
-124,814
| -50% | -$16.4M | 0.33% | 113 |
|
|
2015
Q3 | $34.4M | Buy |
248,137
+2,301
| +0.9% | +$319K | 0.73% | 46 |
|
|
2015
Q2 | $38.2M | Sell |
245,836
-732
| -0.3% | -$114K | 0.72% | 37 |
|
|
2015
Q1 | $37.8M | Buy |
246,568
+1,464
| +0.6% | +$225K | 0.73% | 39 |
|
|
2014
Q4 | $37.6M | Buy |
245,104
+3,138
| +1% | +$481K | 0.75% | 38 |
|
|
2014
Q3 | $43.9M | Hold |
241,966
| – | – | 0.93% | 14 |
|
|
2014
Q2 | $41.9M | Sell |
241,966
-135
| -0.1% | -$23.4K | 0.86% | 19 |
|
|
2014
Q1 | $44.6M | Sell |
242,101
-1,046
| -0.4% | -$192K | 0.96% | 13 |
|
|
2013
Q4 | $43.6M | Sell |
243,147
-2,092
| -0.9% | -$375K | 0.94% | 18 |
|
|
2013
Q3 | $43.4M | Hold |
245,239
| – | – | 1.06% | 12 |
|
|
2013
Q2 | $44.8M | Buy |
+245,239
| New | +$44.8M | 1.35% | 7 |
|