HWA
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Heritage Way Advisors’s IBM IBM Stock Holding History

Heritage Way Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,996
Closed -$251K – 67
2020
Q4 		$251K Hold
1,996
– – 0.12% 63
2020
Q3 		$243K Hold
1,996
– – 0.13% 59
2020
Q2 		$241K Hold
1,996
– – 0.14% 58
2020
Q1 		$221K Buy
+1,996
New +$221K 0.16% 57