IT
Independence Trust’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-6,275
| Closed | -$1.21M | – | 112 |
|
|
2014
Q1 | $1.21M | Buy |
6,275
+350
| +6% | +$67.4K | 0.83% | 29 |
|
|
2013
Q4 | $1.11M | Sell |
5,925
-1,095
| -16% | -$205K | 0.76% | 27 |
|
|
2013
Q3 | $1.3M | Sell |
7,020
-81
| -1% | -$15K | 0.96% | 23 |
|
|
2013
Q2 | $1.36M | Buy |
+7,101
| New | +$1.36M | 0.98% | 22 |
|