Guardian Investor Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $1.02M | Sell |
6,641
-20
| -0.3% | -$3.07K | 0.81% | 23 |
|
2014
Q4 | $1.02M | Sell |
6,661
-223
| -3% | -$34.2K | 0.81% | 22 |
|
2014
Q3 | $1.25M | Sell |
6,884
-732
| -10% | -$133K | 1.01% | 16 |
|
2014
Q2 | $1.32M | Sell |
7,616
-617
| -7% | -$107K | 1.01% | 15 |
|
2014
Q1 | $1.52M | Sell |
8,233
-399
| -5% | -$73.4K | 1.18% | 13 |
|
2013
Q4 | $1.55M | Sell |
8,632
-102
| -1% | -$18.3K | 1.18% | 13 |
|
2013
Q3 | $1.55M | Sell |
8,734
-167
| -2% | -$29.6K | 1.29% | 12 |
|
2013
Q2 | $1.63M | Buy |
+8,901
| New | +$1.63M | 1.39% | 13 |
|