HWP
Hefty Wealth Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $750K | Sell |
4,891
-738
| -13% | -$113K | 0.48% | 67 |
|
|
2017
Q4 | $864K | Sell |
5,629
-2,343
| -29% | -$360K | 0.54% | 64 |
|
|
2017
Q3 | $1.16M | Buy |
7,972
+3,109
| +64% | +$451K | 0.76% | 40 |
|
|
2017
Q2 | $748K | Sell |
4,863
-1,932
| -28% | -$297K | 0.51% | 60 |
|
|
2017
Q1 | $1.18M | Sell |
6,795
-7,791
| -53% | -$1.36M | 0.86% | 45 |
|
|
2016
Q4 | $2.42M | Buy |
14,586
+768
| +6% | +$127K | 2.03% | 17 |
|
|
2016
Q3 | $2.2M | Buy |
13,818
+1,299
| +10% | +$206K | 1.67% | 16 |
|
|
2016
Q2 | $1.9M | Buy |
12,519
+539
| +4% | +$81.8K | 1.57% | 18 |
|
|
2016
Q1 | $1.81M | Buy |
11,980
+3,544
| +42% | +$537K | 1.7% | 13 |
|
|
2015
Q4 | $1.16M | Buy |
+8,436
| New | +$1.16M | 1.11% | 30 |
|