Hefty Wealth Partners’s IBM IBM Stock Holding History

Hefty Wealth Partners’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$750K	Sell
2017 Q4	$864K	Sell
2017 Q3	$1.16M	Buy
2017 Q2	$748K	Sell
2017 Q1	$1.18M	Sell
2016 Q4	$2.42M	Buy
2016 Q3	$2.19M	Buy
2016 Q2	$1.9M	Buy
2016 Q1	$1.81M	Buy
2015 Q4	$1.16M	Buy