Investors Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,826
| Closed | -$331K | – | 52 |
|
|
2014
Q3 | $331K | Sell |
1,826
-1,455
| -44% | -$264K | 0.61% | 50 |
|
|
2014
Q2 | $569K | Sell |
3,281
-1,135
| -26% | -$197K | 0.45% | 53 |
|
|
2014
Q1 | $813K | Hold |
4,416
| – | – | 0.68% | 46 |
|
|
2013
Q4 | $748K | Sell |
4,416
-7,219
| -62% | -$1.22M | 0.58% | 53 |
|
|
2013
Q3 | $2.06M | Buy |
+11,635
| New | +$2.06M | 0.36% | 58 |
|