HC Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $120K | Sell |
|
|||||
|
2022
Q1 | $130K | Hold |
|
|||||
|
2021
Q4 | $134K | Sell |
|
|||||
|
2021
Q3 | $139K | Hold |
|
|||||
|
2021
Q2 | $147K | Hold |
|
|||||
|
2021
Q1 | $133K | Hold |
|
|||||
|
2020
Q4 | $126K | Sell |
|
|||||
|
2020
Q3 | $127K | Buy |
|
|||||
|
2020
Q2 | $126K | Sell |
|
|||||
|
2020
Q1 | $154K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $209K | Sell |
|
|||||
|
2018
Q2 | $1.85M | Sell |
|
|||||
|
2018
Q1 | $2.19M | Sell |
|
|||||
|
2017
Q4 | $2.2M | Buy |
|