Fortaleza Asset Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,197
| Closed | -$349K | – | 163 |
|
|
2016
Q4 | $349K | Sell |
2,197
-1,621
| -42% | -$258K | 0.74% | 48 |
|
|
2016
Q3 | $580K | Buy |
+3,818
| New | +$580K | 0.81% | 53 |
|
|
2013
Q3 | – | Sell |
-6,188
| Closed | -$1.13M | – | 212 |
|
|
2013
Q2 | $1.13M | Buy |
+6,188
| New | +$1.13M | 0.65% | 58 |
|