Guardian Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,148
| Closed | -$559K | – | 190 |
|
|
2018
Q4 | $559K | Sell |
5,148
-2,030
| -28% | -$220K | 0.01% | 118 |
|
|
2018
Q3 | $1.04M | Buy |
7,178
+907
| +14% | +$131K | 0.02% | 118 |
|
|
2018
Q2 | $838K | Sell |
6,271
-2,241
| -26% | -$299K | 0.01% | 125 |
|
|
2018
Q1 | $1.25M | Buy |
8,512
+1,835
| +27% | +$269K | 0.02% | 124 |
|
|
2017
Q4 | $979K | Buy |
+6,677
| New | +$979K | 0.01% | 125 |
|
|
2015
Q1 | – | Sell |
-1,884
| Closed | -$289K | – | 224 |
|
|
2014
Q4 | $289K | Hold |
1,884
| – | – | ﹤0.01% | 209 |
|
|
2014
Q3 | $342K | Hold |
1,884
| – | – | 0.01% | 195 |
|
|
2014
Q2 | $326K | Sell |
1,884
-334
| -15% | -$57.8K | ﹤0.01% | 185 |
|
|
2014
Q1 | $408K | Hold |
2,218
| – | – | 0.01% | 185 |
|
|
2013
Q4 | $398K | Sell |
2,218
-188
| -8% | -$33.7K | 0.01% | 175 |
|
|
2013
Q3 | $426K | Hold |
2,406
| – | – | 0.01% | 168 |
|
|
2013
Q2 | $440K | Buy |
+2,406
| New | +$440K | 0.01% | 152 |
|