Gideon Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-28,401
| Closed | -$3.64M | – | 93 |
|
|
2019
Q4 | $3.64M | Buy |
+28,401
| New | +$3.64M | 1.25% | 7 |
|
|
2018
Q3 | – | Sell |
-5,685
| Closed | -$759K | – | 410 |
|
|
2018
Q2 | $759K | Buy |
+5,685
| New | +$759K | 0.38% | 68 |
|
|
2016
Q4 | – | Sell |
-4,966
| Closed | -$754K | – | 430 |
|
|
2016
Q3 | $754K | Buy |
4,966
+1,035
| +26% | +$157K | 0.46% | 75 |
|
|
2016
Q2 | $570K | Buy |
+3,931
| New | +$570K | 0.33% | 96 |
|
|
2016
Q1 | – | Sell |
-2,378
| Closed | -$313K | – | 184 |
|
|
2015
Q4 | $313K | Buy |
2,378
+612
| +35% | +$80.6K | 0.23% | 138 |
|
|
2015
Q3 | $245K | Buy |
+1,766
| New | +$245K | 0.14% | 176 |
|
|
2014
Q4 | – | Sell |
-5,832
| Closed | -$1.06M | – | 245 |
|
|
2014
Q3 | $1.06M | Buy |
+5,832
| New | +$1.06M | 0.41% | 82 |
|