HPWA
Hall Private Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,691
| Closed | -$1.39M | – | 44 |
|
|
2022
Q1 | $1.39M | Sell |
10,691
-775
| -7% | -$101K | 0.74% | 27 |
|
|
2021
Q4 | $1.53M | Sell |
11,466
-10,297
| -47% | -$1.38M | 0.95% | 24 |
|
|
2021
Q3 | $3.02M | Sell |
21,763
-15,953
| -42% | -$2.22M | 1.93% | 18 |
|
|
2021
Q2 | $5.53M | Buy |
+37,716
| New | +$5.53M | 3.6% | 10 |
|
|
2020
Q4 | $4.84M | Buy |
+38,448
| New | +$4.84M | 3.99% | 10 |
|