Haverford Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-38,501
| Closed | -$7M | – | 47 |
|
|
2014
Q3 | $7M | Buy |
38,501
+429
| +1% | +$78K | 3.14% | 18 |
|
|
2014
Q2 | $6.6M | Sell |
38,072
-691
| -2% | -$120K | 2.9% | 24 |
|
|
2014
Q1 | $7.15M | Buy |
38,763
+135
| +0.3% | +$24.9K | 3.26% | 16 |
|
|
2013
Q4 | $6.93M | Buy |
38,628
+2,003
| +5% | +$359K | 3.26% | 16 |
|
|
2013
Q3 | $6.48M | Sell |
36,625
-1,341
| -4% | -$237K | 3.57% | 13 |
|
|
2013
Q2 | $6.94M | Buy |
+37,966
| New | +$6.94M | 3.91% | 8 |
|