GIA
Gargoyle Investment Advisor’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $338K | Sell |
2,524
-2,756
| -52% | -$369K | 0.52% | 81 |
|
|
2019
Q3 | $768K | Hold |
5,280
| – | – | 0.97% | 48 |
|
|
2019
Q2 | $728K | Hold |
5,280
| – | – | 0.81% | 60 |
|
|
2019
Q1 | $745K | Hold |
5,280
| – | – | 0.72% | 65 |
|
|
2018
Q4 | $600K | Sell |
5,280
-674
| -11% | -$76.6K | 0.55% | 72 |
|
|
2018
Q3 | $900K | Buy |
+5,954
| New | +$900K | 0.65% | 65 |
|
|
2017
Q1 | – | Sell |
-18,747
| Closed | -$3.11M | – | 205 |
|
|
2016
Q4 | $3.11M | Buy |
18,747
+3,564
| +23% | +$592K | 1.21% | 15 |
|
|
2016
Q3 | $2.41M | Hold |
15,183
| – | – | 0.91% | 50 |
|
|
2016
Q2 | $2.3M | Sell |
15,183
-3,924
| -21% | -$595K | 0.86% | 54 |
|
|
2016
Q1 | $2.89M | Buy |
19,107
+931
| +5% | +$141K | 0.98% | 14 |
|
|
2015
Q4 | $2.5M | Buy |
18,176
+5,000
| +38% | +$688K | 1.02% | 37 |
|
|
2015
Q3 | $1.91M | Buy |
13,176
+9,252
| +236% | +$1.34M | 0.78% | 58 |
|
|
2015
Q2 | $638K | Buy |
+3,924
| New | +$638K | 0.24% | 116 |
|