FundX Investment Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,212
| Closed | -$283K | – | 52 |
|
|
2019
Q4 | $283K | Buy |
2,212
+120
| +6% | +$15.4K | 0.08% | 54 |
|
|
2019
Q3 | $291K | Hold |
2,092
| – | – | 0.1% | 38 |
|
|
2019
Q2 | $276K | Hold |
2,092
| – | – | 0.11% | 42 |
|
|
2019
Q1 | $282K | Hold |
2,092
| – | – | 0.1% | 45 |
|
|
2018
Q4 | $227K | Hold |
2,092
| – | – | 0.08% | 45 |
|
|
2018
Q3 | $302K | Hold |
2,092
| – | – | 0.17% | 31 |
|
|
2018
Q2 | $279K | Sell |
2,092
-43
| -2% | -$5.74K | 0.14% | 33 |
|
|
2018
Q1 | $313K | Buy |
2,135
+1
| +0% | +$147 | 0.16% | 31 |
|
|
2017
Q4 | $313K | Buy |
2,134
+42
| +2% | +$6.16K | 0.16% | 35 |
|
|
2017
Q3 | $290K | Hold |
2,092
| – | – | 0.12% | 30 |
|
|
2017
Q2 | $308K | Sell |
2,092
-42
| -2% | -$6.18K | 0.13% | 31 |
|
|
2017
Q1 | $355K | Hold |
2,134
| – | – | 0.15% | 39 |
|
|
2016
Q4 | $339K | Hold |
2,134
| – | – | 0.12% | 37 |
|
|
2016
Q3 | $324K | Buy |
+2,134
| New | +$324K | 0.08% | 41 |
|