Integrated Wealth Counsel’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $379K | Hold |
2,386
| – | – | 0.81% | 23 |
|
|
2016
Q3 | $362K | Buy |
2,386
+547
| +30% | +$83K | 0.76% | 22 |
|
|
2016
Q2 | $267K | Hold |
1,839
| – | – | 0.61% | 22 |
|
|
2016
Q1 | $266K | Hold |
1,839
| – | – | 0.61% | 19 |
|
|
2015
Q4 | $242K | Hold |
1,839
| – | – | 0.39% | 21 |
|
|
2015
Q3 | $255K | Hold |
1,839
| – | – | 0.43% | 18 |
|
|
2015
Q2 | $286K | Hold |
1,839
| – | – | 0.4% | 18 |
|
|
2015
Q1 | $282K | Sell |
1,839
-136
| -7% | -$20.9K | 0.36% | 20 |
|
|
2014
Q4 | $303K | Hold |
1,975
| – | – | 0.36% | 19 |
|
|
2014
Q3 | $358K | Hold |
1,975
| – | – | 0.37% | 17 |
|
|
2014
Q2 | $342K | Sell |
1,975
-2,926
| -60% | -$507K | 0.27% | 29 |
|
|
2014
Q1 | $902K | Sell |
4,901
-518
| -10% | -$95.3K | 0.71% | 31 |
|
|
2013
Q4 | $972K | Sell |
5,419
-210
| -4% | -$37.7K | 0.71% | 33 |
|
|
2013
Q3 | $996K | Sell |
5,629
-449
| -7% | -$79.5K | 0.73% | 28 |
|
|
2013
Q2 | $1.11M | Buy |
+6,078
| New | +$1.11M | 0.8% | 34 |
|