FormulaFolio Investments’s IBM IBM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$26K	Buy	177 +26	+17%	+$3.82K	0.01%	176
2021 Q1	$22K	Sell	151 -32,239	-100%	-$4.7M	0.01%	186
2020 Q4	$4.08M	Buy	32,390 +29,109	+887%	+$3.66M	0.09%	173
2020 Q3	$399K	Sell	3,281 -952	-22%	-$116K	0.02%	219
2020 Q2	$511K	Buy	4,233 +1,112	+36%	+$134K	0.02%	184
2020 Q1	$346K	Sell	3,121 -1,510	-33%	-$167K	0.02%	208
2019 Q4	$621K	Buy	4,631 +1,384	+43%	+$186K	0.02%	220
2019 Q3	$472K	Sell	3,247 -1,062	-25%	-$154K	0.02%	232
2019 Q2	$594K	Sell	4,309 -274	-6%	-$37.8K	0.03%	192
2019 Q1	$647K	Sell	4,583 -2,848	-38%	-$402K	0.03%	171
2018 Q4	$1.12M	Hold	7,431	–	–	0.05%	124
2018 Q3	$1.12M	Buy	7,431 +2,173	+41%	+$329K	0.05%	124
2018 Q2	$735K	Buy	5,258 +1,214	+30%	+$170K	0.04%	164
2018 Q1	$621K	Buy	4,044 +17	+0.4%	+$2.61K	0.04%	158
2017 Q4	$618K	Buy	4,027 +175	+5%	+$26.9K	0.04%	150
2017 Q3	$559K	Buy	3,852 +69	+2%	+$10K	0.04%	123
2017 Q2	$582K	Buy	3,783 +998	+36%	+$154K	0.05%	113
2017 Q1	$485K	Sell	2,785 -143	-5%	-$24.9K	0.05%	116
2016 Q4	$486K	Buy	2,928 +494	+20%	+$82K	0.07%	104
2016 Q3	$387K	Buy	2,434 +141	+6%	+$22.4K	0.06%	90
2016 Q2	$348K	Sell	2,293 -14	-0.6%	-$2.13K	0.06%	86
2016 Q1	$349K	Sell	2,307 -129	-5%	-$19.5K	0.06%	89
2015 Q4	$335K	Buy	2,436 +603	+33%	+$82.9K	0.08%	71
2015 Q3	$266K	Sell	1,833 -63	-3%	-$9.14K	0.08%	59
2015 Q2	$308K	Buy	1,896 +637	+51%	+$103K	0.09%	77
2015 Q1	$202K	Buy	+1,259	New	+$202K	0.06%	79