Fusion Family Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,992
| Closed | -$263K | – | 146 |
|
|
2019
Q2 | $263K | Buy |
1,992
+1,900
| +2,065% | +$251K | 0.07% | 40 |
|
|
2019
Q1 | $12K | Sell |
92
-1,562
| -94% | -$204K | ﹤0.01% | 98 |
|
|
2018
Q4 | $180K | Hold |
1,654
| – | – | 0.05% | 66 |
|
|
2018
Q3 | $239K | Hold |
1,654
| – | – | 0.06% | 56 |
|
|
2018
Q2 | $221K | Hold |
1,654
| – | – | 0.06% | 61 |
|
|
2018
Q1 | $243K | Buy |
1,654
+23
| +1% | +$3.38K | 0.08% | 49 |
|
|
2017
Q4 | $239K | Buy |
1,631
+1,566
| +2,409% | +$229K | 0.06% | 62 |
|
|
2017
Q3 | $9K | Sell |
65
-1,712
| -96% | -$237K | ﹤0.01% | 158 |
|
|
2017
Q2 | $261K | Sell |
1,777
-12
| -0.7% | -$1.76K | 0.09% | 61 |
|
|
2017
Q1 | $298K | Buy |
+1,789
| New | +$298K | 0.11% | 57 |
|