Freedman Financial Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-878
| Closed | -$114K | – | 195 |
|
|
2022
Q1 | $114K | Hold |
878
| – | – | 0.08% | 114 |
|
|
2021
Q4 | $117K | Sell |
878
-279
| -24% | -$37.2K | 0.08% | 111 |
|
|
2021
Q3 | $154K | Buy |
1,157
+134
| +13% | +$17.8K | 0.11% | 84 |
|
|
2021
Q2 | $143K | Buy |
1,023
+29
| +3% | +$4.05K | 0.11% | 86 |
|
|
2021
Q1 | $127K | Hold |
994
| – | – | 0.1% | 85 |
|
|
2020
Q4 | $120K | Buy |
+994
| New | +$120K | 0.11% | 78 |
|