InceptionR’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-5,713
| Closed | -$1.09M | – | 714 |
|
2024
Q1 | $1.09M | Buy |
5,713
+2,298
| +67% | +$439K | 0.28% | 122 |
|
2023
Q4 | $559K | Sell |
3,415
-779
| -19% | -$127K | 0.4% | 82 |
|
2023
Q3 | $588K | Sell |
4,194
-997
| -19% | -$140K | 0.33% | 113 |
|
2023
Q2 | $695K | Buy |
+5,191
| New | +$695K | 0.37% | 77 |
|