GCA
Guardian Capital Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-19,044
| Closed | -$2.29M | – | 164 |
|
|
2018
Q4 | $2.29M | Sell |
19,044
-3,325
| -15% | -$400K | 0.33% | 66 |
|
|
2018
Q3 | $3.29M | Sell |
22,369
-505
| -2% | -$74.4K | 0.45% | 57 |
|
|
2018
Q2 | $3.33M | Sell |
22,874
-390
| -2% | -$56.7K | 0.45% | 59 |
|
|
2018
Q1 | $3.65M | Buy |
23,264
+1,105
| +5% | +$173K | 0.51% | 53 |
|
|
2017
Q4 | $3.6M | Buy |
22,159
+1,805
| +9% | +$293K | 0.47% | 59 |
|
|
2017
Q3 | $3.3M | Buy |
20,354
+1,381
| +7% | +$224K | 0.45% | 63 |
|
|
2017
Q2 | $2.92M | Buy |
18,973
+630
| +3% | +$96.8K | 0.42% | 65 |
|
|
2017
Q1 | $3.16M | Sell |
18,343
-55
| -0.3% | -$9.48K | 0.45% | 65 |
|
|
2016
Q4 | $3.1M | Buy |
18,398
+71
| +0.4% | +$12K | 0.45% | 62 |
|
|
2016
Q3 | $2.8M | Sell |
18,327
-605
| -3% | -$92.3K | 0.5% | 66 |
|
|
2016
Q2 | $2.76M | Buy |
18,932
+935
| +5% | +$136K | 0.51% | 64 |
|
|
2016
Q1 | $2.57M | Buy |
17,997
+815
| +5% | +$116K | 0.48% | 67 |
|
|
2015
Q4 | $2.22M | Buy |
17,182
+885
| +5% | +$115K | 0.46% | 69 |
|
|
2015
Q3 | $2.25M | Buy |
16,297
+295
| +2% | +$40.8K | 0.47% | 68 |
|
|
2015
Q2 | $2.62M | Buy |
16,002
+295
| +2% | +$48.4K | 0.49% | 67 |
|
|
2015
Q1 | $3.03M | Buy |
15,707
+440
| +3% | +$84.8K | 0.46% | 70 |
|
|
2014
Q4 | $2.74M | Buy |
15,267
+190
| +1% | +$34K | 0.44% | 67 |
|
|
2014
Q3 | $3.11M | Sell |
15,077
-170
| -1% | -$35.1K | 0.52% | 63 |
|
|
2014
Q2 | $2.82M | Buy |
15,247
+500
| +3% | +$92.5K | 0.49% | 65 |
|
|
2014
Q1 | $2.77M | Sell |
14,747
-1,855
| -11% | -$348K | 0.53% | 61 |
|
|
2013
Q4 | $3.13M | Sell |
16,602
-595
| -3% | -$112K | 0.61% | 56 |
|
|
2013
Q3 | $3.17M | Sell |
17,197
-1,590
| -8% | -$293K | 0.68% | 51 |
|
|
2013
Q2 | $3.58M | Buy |
+18,787
| New | +$3.58M | 1.01% | 34 |
|