IW
Imprint Wealth’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $2.5M | Buy |
13,190
+9,969
| +310% | +$1.89M | 0.61% | 38 |
|
2023
Q4 | $545K | Buy |
3,221
+720
| +29% | +$122K | 0.44% | 71 |
|
2023
Q3 | $351K | Sell |
2,501
-1,641
| -40% | -$230K | 0.3% | 99 |
|
2023
Q2 | $555K | Sell |
4,142
-916
| -18% | -$123K | 0.35% | 79 |
|
2023
Q1 | $663K | Buy |
+5,058
| New | +$663K | 0.44% | 66 |
|