Independence Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $270K | Sell |
2,319
-248
| -10% | -$28.9K | 0.06% | 77 |
|
|
2020
Q2 | $296K | Buy |
2,567
+271
| +12% | +$31.2K | 0.07% | 68 |
|
|
2020
Q1 | $244K | Buy |
2,296
+165
| +8% | +$17.5K | 0.07% | 67 |
|
|
2019
Q4 | $273K | Buy |
2,131
+9
| +0.4% | +$1.15K | 0.07% | 74 |
|
|
2019
Q3 | $295K | Buy |
2,122
+7
| +0.3% | +$973 | 0.07% | 73 |
|
|
2019
Q2 | $279K | Sell |
2,115
-12
| -0.6% | -$1.58K | 0.07% | 75 |
|
|
2019
Q1 | $287K | Sell |
2,127
-32
| -1% | -$4.32K | 0.08% | 69 |
|
|
2018
Q4 | $235K | Sell |
2,159
-5
| -0.2% | -$544 | 0.08% | 69 |
|
|
2018
Q3 | $313K | Buy |
2,164
+21
| +1% | +$3.04K | 0.09% | 59 |
|
|
2018
Q2 | $286K | Sell |
2,143
-4
| -0.2% | -$534 | 0.09% | 61 |
|
|
2018
Q1 | $315K | Buy |
2,147
+102
| +5% | +$15K | 0.1% | 59 |
|
|
2017
Q4 | $300K | Buy |
2,045
+6
| +0.3% | +$880 | 0.1% | 59 |
|
|
2017
Q3 | $283K | Buy |
2,039
+7
| +0.3% | +$972 | 0.11% | 55 |
|
|
2017
Q2 | $299K | Buy |
2,032
+6
| +0.3% | +$883 | 0.12% | 52 |
|
|
2017
Q1 | $337K | Buy |
2,026
+5
| +0.2% | +$832 | 0.14% | 48 |
|
|
2016
Q4 | $321K | Sell |
2,021
-70
| -3% | -$11.1K | 0.14% | 49 |
|
|
2016
Q3 | $318K | Buy |
2,091
+497
| +31% | +$75.6K | 0.15% | 47 |
|
|
2016
Q2 | $231K | Buy |
+1,594
| New | +$231K | 0.12% | 43 |
|