FCMC
Founders Capital Management (Connecticut)’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,015
| Closed | -$701K | – | 54 |
|
|
2018
Q2 | $701K | Sell |
5,015
-1,030
| -17% | -$144K | 0.32% | 33 |
|
|
2018
Q1 | $907K | Sell |
6,045
-1,908
| -24% | -$286K | 0.42% | 32 |
|
|
2017
Q4 | $1.22M | Sell |
7,953
-170
| -2% | -$26.1K | 0.54% | 32 |
|
|
2017
Q3 | $1.18M | Sell |
8,123
-29,474
| -78% | -$4.27M | 0.56% | 32 |
|
|
2017
Q2 | $5.76M | Hold |
37,597
| – | – | 2.87% | 19 |
|
|
2017
Q1 | $6.55M | Sell |
37,597
-92
| -0.2% | -$16K | 3.35% | 12 |
|
|
2016
Q4 | $6.26M | Sell |
37,689
-303
| -0.8% | -$50.3K | 3.39% | 13 |
|
|
2016
Q3 | $6.04M | Sell |
37,992
-585
| -2% | -$92.9K | 3.37% | 14 |
|
|
2016
Q2 | $5.86M | Sell |
38,577
-75
| -0.2% | -$11.4K | 3.29% | 15 |
|
|
2016
Q1 | $5.85M | Buy |
38,652
+735
| +2% | +$111K | 3.41% | 12 |
|
|
2015
Q4 | $5.22M | Buy |
37,917
+24
| +0.1% | +$3.3K | 3.14% | 15 |
|
|
2015
Q3 | $5.47M | Buy |
37,893
+239
| +0.6% | +$34.5K | 3.53% | 10 |
|
|
2015
Q2 | $6.13M | Buy |
37,654
+957
| +3% | +$156K | 3.67% | 10 |
|
|
2015
Q1 | $5.89M | Buy |
36,697
+2,579
| +8% | +$414K | 3.52% | 12 |
|
|
2014
Q4 | $5.47M | Buy |
34,118
+1,538
| +5% | +$247K | 3.35% | 14 |
|
|
2014
Q3 | $6.19M | Buy |
32,580
+232
| +0.7% | +$44K | 3.96% | 8 |
|
|
2014
Q2 | $5.86M | Buy |
32,348
+3,578
| +12% | +$649K | 3.88% | 8 |
|
|
2014
Q1 | $5.54M | Buy |
28,770
+1,130
| +4% | +$218K | 4.44% | 7 |
|
|
2013
Q4 | $5.18M | Buy |
+27,640
| New | +$5.18M | 4.37% | 7 |
|