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Genesis Wealth Advisors’s IBM IBM Stock Holding History

Genesis Wealth Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$147K Sell
945
-334
-26% -$51.9K 0.12% 83
2015
Q1 		$195K Hold
1,279
– – 0.16% 67
2014
Q4 		$199K Buy
+1,279
New +$199K 0.16% 67