Guardian Capital Advisors (Canada)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-19,920
| Closed | -$2.29M | – | 164 |
|
|
2018
Q4 | $2.29M | Sell |
19,920
-3,478
| -15% | -$417K | 0.33% | 66 |
|
|
2018
Q3 | $3.29M | Sell |
23,398
-528
| -2% | -$73.8K | 0.45% | 57 |
|
|
2018
Q2 | $3.33M | Sell |
23,926
-408
| -2% | -$56.9K | 0.45% | 59 |
|
|
2018
Q1 | $3.65M | Buy |
24,334
+1,156
| +5% | +$175K | 0.51% | 53 |
|
|
2017
Q4 | $3.6M | Buy |
23,178
+1,888
| +9% | +$275K | 0.47% | 59 |
|
|
2017
Q3 | $3.3M | Buy |
21,290
+1,444
| +7% | +$201K | 0.45% | 63 |
|
|
2017
Q2 | $2.92M | Buy |
19,846
+659
| +3% | +$99.4K | 0.42% | 65 |
|
|
2017
Q1 | $3.16M | Sell |
19,187
-57
| -0.3% | -$9.56K | 0.45% | 65 |
|
|
2016
Q4 | $3.1M | Buy |
19,244
+74
| +0.4% | +$11.3K | 0.45% | 62 |
|
|
2016
Q3 | $2.8M | Sell |
19,170
-633
| -3% | -$96.1K | 0.5% | 66 |
|
|
2016
Q2 | $2.76M | Buy |
19,803
+978
| +5% | +$140K | 0.51% | 64 |
|
|
2016
Q1 | $2.57M | Buy |
18,825
+853
| +5% | +$109K | 0.48% | 67 |
|
|
2015
Q4 | $2.22M | Buy |
17,972
+925
| +5% | +$124K | 0.46% | 69 |
|
|
2015
Q3 | $2.25M | Buy |
17,047
+309
| +2% | +$45.6K | 0.47% | 68 |
|
|
2015
Q2 | $2.62M | Buy |
16,738
+308
| +2% | +$49.5K | 0.49% | 67 |
|
|
2015
Q1 | $3.03M | Buy |
16,430
+461
| +3% | +$69.9K | 0.46% | 70 |
|
|
2014
Q4 | $2.73M | Buy |
15,969
+198
| +1% | +$31.5K | 0.44% | 67 |
|
|
2014
Q3 | $3.11M | Sell |
15,771
-177
| -1% | -$32.2K | 0.52% | 63 |
|
|
2014
Q2 | $2.82M | Buy |
15,948
+523
| +3% | +$94.1K | 0.49% | 65 |
|
|
2014
Q1 | $2.77M | Sell |
15,425
-1,941
| -11% | -$342K | 0.53% | 61 |
|
|
2013
Q4 | $3.13M | Sell |
17,366
-622
| -3% | -$107K | 0.61% | 56 |
|
|
2013
Q3 | $3.17M | Sell |
17,988
-1,663
| -8% | -$302K | 0.68% | 51 |
|
|
2013
Q2 | $3.58M | Buy |
+19,651
| New | +$3.83M | 1.01% | 34 |
|