Heritage Wealth Management (Arizona)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $107K | Buy |
761
+415
| +120% | +$58.5K | 0.02% | 406 |
|
|
2022
Q3 | $41K | Buy |
346
+16
| +5% | +$1.9K | 0.01% | 428 |
|
|
2022
Q2 | $46.6K | Sell |
330
-1,348
| -80% | -$190K | 0.02% | 433 |
|
|
2022
Q1 | $218K | Buy |
+1,678
| New | +$218K | 0.06% | 258 |
|
|
2021
Q3 | $219K | Buy |
1,651
+1,407
| +577% | +$187K | 0.08% | 200 |
|
|
2021
Q2 | $34K | Sell |
244
-33
| -12% | -$4.6K | 0.01% | 501 |
|
|
2021
Q1 | $35K | Buy |
+277
| New | +$35K | 0.02% | 429 |
|