Glovista Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,492
| Closed | -$201K | – | 98 |
|
|
2019
Q1 | $201K | Buy |
+1,492
| New | +$201K | 0.06% | 79 |
|
|
2018
Q4 | – | Sell |
-1,764
| Closed | -$255K | – | 97 |
|
|
2018
Q3 | $255K | Hold |
1,764
| – | – | 0.07% | 88 |
|
|
2018
Q2 | $236K | Hold |
1,764
| – | – | 0.06% | 97 |
|
|
2018
Q1 | $259K | Hold |
1,764
| – | – | 0.06% | 77 |
|
|
2017
Q4 | $259K | Hold |
1,764
| – | – | 0.05% | 87 |
|
|
2017
Q3 | $245K | Hold |
1,764
| – | – | 0.05% | 94 |
|
|
2017
Q2 | $259K | Sell |
1,764
-104
| -6% | -$15.3K | 0.06% | 96 |
|
|
2017
Q1 | $311K | Sell |
1,868
-303
| -14% | -$50.4K | 0.07% | 93 |
|
|
2016
Q4 | $345K | Sell |
2,171
-53
| -2% | -$8.42K | 0.06% | 70 |
|
|
2016
Q3 | $338K | Hold |
2,224
| – | – | 0.07% | 69 |
|
|
2016
Q2 | $323K | Hold |
2,224
| – | – | 0.06% | 76 |
|
|
2016
Q1 | $322K | Hold |
2,224
| – | – | 0.05% | 68 |
|
|
2015
Q4 | $293K | Sell |
2,224
-261
| -11% | -$34.4K | 0.05% | 62 |
|
|
2015
Q3 | $344K | Hold |
2,485
| – | – | 0.05% | 53 |
|
|
2015
Q2 | $386K | Hold |
2,485
| – | – | 0.04% | 59 |
|
|
2015
Q1 | $381K | Sell |
2,485
-471
| -16% | -$72.2K | 0.04% | 66 |
|
|
2014
Q4 | $453K | Hold |
2,956
| – | – | 0.06% | 58 |
|
|
2014
Q3 | $536K | Sell |
2,956
-261
| -8% | -$47.3K | 0.07% | 52 |
|
|
2014
Q2 | $558K | Sell |
3,217
-857
| -21% | -$149K | 0.08% | 56 |
|
|
2014
Q1 | $750K | Hold |
4,074
| – | – | 0.13% | 52 |
|
|
2013
Q4 | $731K | Buy |
4,074
+2,563
| +170% | +$460K | 0.12% | 39 |
|
|
2013
Q3 | $268K | Hold |
1,511
| – | – | 0.05% | 60 |
|
|
2013
Q2 | $276K | Buy |
+1,511
| New | +$276K | 0.06% | 41 |
|