IAA
Ironsides Asset Advisors’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-12,929
| Closed | -$2.15M | – | 111 |
|
2016
Q4 | $2.15M | Sell |
12,929
-34
| -0.3% | -$5.64K | 0.59% | 45 |
|
2016
Q3 | $2.06M | Sell |
12,963
-4,266
| -25% | -$678K | 0.56% | 42 |
|
2016
Q2 | $2.62M | Sell |
17,229
-189
| -1% | -$28.7K | 0.8% | 27 |
|
2016
Q1 | $2.64M | Buy |
17,418
+5,477
| +46% | +$830K | 0.66% | 35 |
|
2015
Q4 | $1.64M | Sell |
11,941
-339
| -3% | -$46.6K | 0.44% | 54 |
|
2015
Q3 | $1.78M | Buy |
12,280
+525
| +4% | +$76.1K | 0.5% | 42 |
|
2015
Q2 | $1.91M | Sell |
11,755
-5
| -0% | -$813 | 0.54% | 40 |
|
2015
Q1 | $1.89M | Sell |
11,760
-300
| -2% | -$48.1K | 0.51% | 45 |
|
2014
Q4 | $1.94M | Sell |
12,060
-233
| -2% | -$37.4K | 0.53% | 42 |
|
2014
Q3 | $2.33M | Sell |
12,293
-127
| -1% | -$24.1K | 0.68% | 33 |
|
2014
Q2 | $2.25M | Buy |
+12,420
| New | +$2.25M | 0.65% | 33 |
|