JVBC
J.V. Bruni & Co’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-110,062
| Closed | -$20.9M | – | 31 |
|
|
2014
Q3 | $20.9M | Buy |
110,062
+1,986
| +2% | +$377K | 3.97% | 12 |
|
|
2014
Q2 | $19.6M | Sell |
108,076
-1,776
| -2% | -$322K | 3.65% | 15 |
|
|
2014
Q1 | $21.1M | Buy |
109,852
+198
| +0.2% | +$38.1K | 3.97% | 13 |
|
|
2013
Q4 | $20.6M | Buy |
109,654
+161
| +0.1% | +$30.2K | 3.95% | 13 |
|
|
2013
Q3 | $20.3M | Sell |
109,493
-164
| -0.1% | -$30.4K | 4.19% | 11 |
|
|
2013
Q2 | $21M | Buy |
+109,657
| New | +$21M | 4.56% | 8 |
|