HRC
Hoertkorn Richard Charles’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-17,425
| Closed | -$3.03M | – | 87 |
|
|
2017
Q1 | $3.03M | Sell |
17,425
-78
| -0.4% | -$13.6K | 2.02% | 19 |
|
|
2016
Q4 | $2.91M | Buy |
17,503
+6,275
| +56% | +$1.04M | 2.01% | 20 |
|
|
2016
Q3 | $1.78M | Buy |
11,228
+78
| +0.7% | +$12.4K | 1.39% | 25 |
|
|
2016
Q2 | $1.69M | Hold |
11,150
| – | – | 1.35% | 27 |
|
|
2016
Q1 | $1.69M | Sell |
11,150
-200
| -2% | -$30.3K | 1.35% | 28 |
|
|
2015
Q4 | $1.56M | Buy |
11,350
+300
| +3% | +$41.3K | 1.17% | 28 |
|
|
2015
Q3 | $1.6M | Buy |
11,050
+50
| +0.5% | +$7.25K | 1.26% | 29 |
|
|
2015
Q2 | $1.79M | Buy |
11,000
+550
| +5% | +$89.5K | 1.34% | 28 |
|
|
2015
Q1 | $1.68M | Sell |
10,450
-500
| -5% | -$80.2K | 1.25% | 31 |
|
|
2014
Q4 | $1.76M | Buy |
10,950
+1,250
| +13% | +$201K | 1.25% | 31 |
|
|
2014
Q3 | $1.84M | Buy |
9,700
+1,375
| +17% | +$261K | 1.36% | 29 |
|
|
2014
Q2 | $1.51M | Sell |
8,325
-50
| -0.6% | -$9.06K | 1.13% | 29 |
|
|
2014
Q1 | $1.61M | Hold |
8,375
| – | – | 1.27% | 27 |
|
|
2013
Q4 | $1.57M | Buy |
+8,375
| New | +$1.57M | 1.21% | 28 |
|