HGWM
Harvest Group Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-38
| Closed | -$6K | – | 67 |
|
|
2021
Q2 | $6K | Buy |
+38
| New | +$6K | ﹤0.01% | 59 |
|
|
2021
Q1 | – | Sell |
-540
| Closed | -$68K | – | 338 |
|
|
2020
Q4 | $68K | Sell |
540
-85
| -14% | -$10.7K | 0.04% | 86 |
|
|
2020
Q3 | $76K | Buy |
625
+14
| +2% | +$1.7K | 0.05% | 72 |
|
|
2020
Q2 | $73K | Hold |
611
| – | – | 0.06% | 65 |
|
|
2020
Q1 | $67K | Hold |
611
| – | – | 0.07% | 67 |
|
|
2019
Q4 | $81K | Sell |
611
-1
| -0.2% | -$133 | 0.07% | 62 |
|
|
2019
Q3 | $89K | Sell |
612
-22
| -3% | -$3.2K | 0.11% | 59 |
|
|
2019
Q2 | $87K | Sell |
634
-850
| -57% | -$117K | 0.11% | 51 |
|
|
2019
Q1 | $209K | Buy |
+1,484
| New | +$209K | 0.19% | 33 |
|