Fulcrum Equity Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,659
| Closed | -$307K | – | 155 |
|
|
2020
Q2 | $307K | Buy |
2,659
+500
| +23% | +$57.7K | 0.15% | 113 |
|
|
2020
Q1 | $229K | Sell |
2,159
-518
| -19% | -$54.9K | 0.16% | 44 |
|
|
2019
Q4 | $343K | Sell |
2,677
-67
| -2% | -$8.59K | 0.18% | 81 |
|
|
2019
Q3 | $381K | Buy |
2,744
+99
| +4% | +$13.7K | 0.19% | 69 |
|
|
2019
Q2 | $344K | Buy |
2,645
+601
| +29% | +$78.2K | 0.16% | 67 |
|
|
2019
Q1 | $276K | Buy |
2,044
+44
| +2% | +$5.94K | 0.09% | 83 |
|
|
2018
Q4 | $217K | Buy |
+2,000
| New | +$217K | 0.08% | 77 |
|