Hays Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,712
| Closed | -$248K | – | 28 |
|
|
2018
Q3 | $248K | Buy |
1,712
+173
| +11% | +$25.1K | 0.16% | 70 |
|
|
2018
Q2 | $205K | Sell |
1,539
-79
| -5% | -$10.5K | 0.11% | 69 |
|
|
2018
Q1 | $237K | Sell |
1,618
-634
| -28% | -$92.9K | 0.11% | 72 |
|
|
2017
Q4 | $330K | Buy |
2,252
+454
| +25% | +$66.5K | 0.12% | 77 |
|
|
2017
Q3 | $249K | Buy |
1,798
+214
| +14% | +$29.6K | 0.07% | 74 |
|
|
2017
Q2 | $233K | Buy |
1,584
+100
| +7% | +$14.7K | 0.06% | 77 |
|
|
2017
Q1 | $247K | Buy |
1,484
+15
| +1% | +$2.5K | 0.06% | 68 |
|
|
2016
Q4 | $233K | Buy |
+1,469
| New | +$233K | 0.05% | 58 |
|