Gupta Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $108K | Sell |
749
-1
| -0.1% | -$144 | 0.03% | 315 |
|
|
2015
Q4 | $99K | Sell |
750
-134
| -15% | -$17.7K | 0.03% | 323 |
|
|
2015
Q3 | $122K | Buy |
884
+204
| +30% | +$28.2K | 0.03% | 320 |
|
|
2015
Q2 | $106K | Sell |
680
-10
| -1% | -$1.56K | 0.03% | 341 |
|
|
2015
Q1 | $106K | Buy |
+690
| New | +$106K | 0.03% | 299 |
|