IRF
IBM Retirement Fund’s Unity U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,355
| Closed | -$234K | – | 438 |
|
|
2022
Q1 | $234K | Sell |
2,355
-123
| -5% | -$12.2K | 0.03% | 464 |
|
|
2021
Q4 | $354K | Sell |
2,478
-1,683
| -40% | -$240K | 0.04% | 376 |
|
|
2021
Q3 | $525K | Hold |
4,161
| – | – | 0.04% | 409 |
|
|
2021
Q2 | $457K | Buy |
+4,161
| New | +$457K | 0.04% | 460 |
|