Huber Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $329K | Buy |
3,102
+76
| +3% | +$8.06K | 0.12% | 74 |
|
|
2019
Q4 | $388K | Hold |
3,026
| – | – | 0.13% | 85 |
|
|
2019
Q3 | $421K | Hold |
3,026
| – | – | 0.16% | 72 |
|
|
2019
Q2 | $399K | Buy |
3,026
+2
| +0.1% | +$264 | 0.17% | 70 |
|
|
2019
Q1 | $408K | Sell |
3,024
-192
| -6% | -$25.9K | 0.2% | 69 |
|
|
2018
Q4 | $349K | Buy |
3,216
+2
| +0.1% | +$217 | 0.19% | 65 |
|
|
2018
Q3 | $465K | Buy |
3,214
+3
| +0.1% | +$434 | 0.36% | 51 |
|
|
2018
Q2 | $429K | Buy |
3,211
+1
| +0% | +$134 | 0.39% | 51 |
|
|
2018
Q1 | $471K | Buy |
3,210
+1
| +0% | +$147 | 0.46% | 40 |
|
|
2017
Q4 | $471K | Buy |
+3,209
| New | +$471K | 0.52% | 38 |
|