Garde Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-919
| Closed | -$117K | – | 277 |
|
|
2021
Q1 | $117K | Buy |
+919
| New | +$117K | 0.01% | 234 |
|
|
2017
Q4 | – | Sell |
-5,686
| Closed | -$789K | – | 170 |
|
|
2017
Q3 | $789K | Buy |
+5,686
| New | +$789K | 0.15% | 80 |
|
|
2017
Q2 | – | Sell |
-1,331
| Closed | -$222K | – | 135 |
|
|
2017
Q1 | $222K | Sell |
1,331
-95
| -7% | -$15.8K | 0.06% | 105 |
|
|
2016
Q4 | $226K | Sell |
1,426
-5,130
| -78% | -$813K | 0.07% | 108 |
|
|
2016
Q3 | $909K | Buy |
+6,556
| New | +$909K | 0.29% | 62 |
|
|
2015
Q4 | – | Sell |
-6,556
| Closed | -$909K | – | 126 |
|
|
2015
Q3 | $909K | Sell |
6,556
-904
| -12% | -$125K | 0.29% | 62 |
|
|
2015
Q2 | $1.16M | Hold |
7,460
| – | – | 0.35% | 57 |
|
|
2015
Q1 | $1.15M | Sell |
7,460
-7
| -0.1% | -$1.07K | 0.35% | 57 |
|
|
2014
Q4 | $1.15M | Buy |
7,467
+5,062
| +210% | +$776K | 0.35% | 55 |
|
|
2014
Q3 | $436K | Buy |
2,405
+34
| +1% | +$6.16K | 0.17% | 70 |
|
|
2014
Q2 | $411K | Buy |
+2,371
| New | +$411K | 0.16% | 66 |
|