Insight Wealth Strategies’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,125
| Closed | -$398K | – | 208 |
|
|
2021
Q1 | $398K | Buy |
3,125
+144
| +5% | +$18.3K | 0.05% | 152 |
|
|
2020
Q4 | $359K | Sell |
2,981
-336
| -10% | -$40.5K | 0.06% | 142 |
|
|
2020
Q3 | $386K | Buy |
3,317
+355
| +12% | +$41.3K | 0.07% | 120 |
|
|
2020
Q2 | $342K | Buy |
+2,962
| New | +$342K | 0.08% | 116 |
|