GF
Gerstein Fisher’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | $2.95M | Sell |
18,555
-45
| -0.2% | -$7.15K | 0.36% | 50 |
|
2016
Q2 | $2.82M | Sell |
18,600
-1,219
| -6% | -$185K | 0.37% | 51 |
|
2016
Q1 | $3M | Buy |
19,819
+7,071
| +55% | +$1.07M | 0.41% | 42 |
|
2015
Q4 | $1.75M | Sell |
12,748
-897
| -7% | -$123K | 0.24% | 88 |
|
2015
Q3 | $1.98M | Sell |
13,645
-763
| -5% | -$111K | 0.3% | 62 |
|
2015
Q2 | $2.34M | Sell |
14,408
-11,156
| -44% | -$1.81M | 0.38% | 45 |
|
2015
Q1 | $4.1M | Sell |
25,564
-631
| -2% | -$101K | 0.68% | 21 |
|
2014
Q4 | $4.23M | Sell |
26,195
-3,737
| -12% | -$603K | 0.69% | 21 |
|
2014
Q3 | $5.68M | Sell |
29,932
-8,953
| -23% | -$1.7M | 1% | 12 |
|
2014
Q2 | $7.05M | Sell |
38,885
-326
| -0.8% | -$59.1K | 1.34% | 7 |
|
2014
Q1 | $7.55M | Sell |
39,211
-4,741
| -11% | -$913K | 1.51% | 7 |
|
2013
Q4 | $17.2M | Buy |
43,952
+429
| +1% | +$168K | 0.64% | 40 |
|
2013
Q3 | $8.06M | Sell |
43,523
-1,375
| -3% | -$255K | 1.75% | 7 |
|
2013
Q2 | $8.58M | Buy |
+44,898
| New | +$8.58M | 2.07% | 7 |
|