Harfst & Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-213
| Closed | -$31K | – | 136 |
|
|
2017
Q2 | $31K | Sell |
213
-98
| -32% | -$14.3K | 0.01% | 154 |
|
|
2017
Q1 | $51K | Buy |
+311
| New | +$51K | 0.02% | 149 |
|
|
2016
Q1 | – | Sell |
-616
| Closed | -$81K | – | 142 |
|
|
2015
Q4 | $81K | Hold |
616
| – | – | 0.03% | 156 |
|
|
2015
Q3 | $85K | Hold |
616
| – | – | 0.04% | 147 |
|
|
2015
Q2 | $96K | Buy |
+616
| New | +$96K | 0.05% | 126 |
|