Fund Evaluation Group’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 |
-1,591
| Closed | -$207K | – | 31 |
|
|
2022
Q1 | $207K | Buy |
+1,591
| New | +$207K | 0.01% | 39 |
|
|
2018
Q4 | – | Sell |
-13,160
| Closed | -$1.9M | – | 52 |
|
|
2018
Q3 | $1.9M | Sell |
13,160
-1,464
| -10% | -$212K | 0.31% | 26 |
|
|
2018
Q2 | $1.95M | Buy |
14,624
+5,800
| +66% | +$775K | 0.31% | 29 |
|
|
2018
Q1 | $1.29M | Hold |
8,824
| – | – | 0.14% | 57 |
|
|
2017
Q4 | $1.29M | Buy |
+8,824
| New | +$1.29M | 0.14% | 63 |
|