JWM
Jacobus Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,430
| Closed | -$386K | – | 210 |
|
|
2016
Q3 | $386K | Buy |
2,430
+420
| +21% | +$66.7K | 0.11% | 128 |
|
|
2016
Q2 | $305K | Sell |
2,010
-612
| -23% | -$92.9K | 0.09% | 135 |
|
|
2016
Q1 | $397K | Buy |
2,622
+450
| +21% | +$68.1K | 0.12% | 141 |
|
|
2015
Q4 | $299K | Sell |
2,172
-477
| -18% | -$65.7K | 0.09% | 168 |
|
|
2015
Q3 | $384K | Sell |
2,649
-1,000
| -27% | -$145K | 0.11% | 137 |
|
|
2015
Q2 | $594K | Buy |
3,649
+655
| +22% | +$107K | 0.15% | 116 |
|
|
2015
Q1 | $481K | Hold |
2,994
| – | – | 0.12% | 126 |
|
|
2014
Q4 | $480K | Sell |
2,994
-695
| -19% | -$111K | 0.12% | 127 |
|
|
2014
Q3 | $700K | Buy |
3,689
+249
| +7% | +$47.2K | 0.19% | 99 |
|
|
2014
Q2 | $624K | Sell |
3,440
-39
| -1% | -$7.07K | 0.16% | 116 |
|
|
2014
Q1 | $670K | Sell |
3,479
-1,265
| -27% | -$244K | 0.16% | 109 |
|
|
2013
Q4 | $890K | Buy |
4,744
+2,904
| +158% | +$545K | 0.26% | 84 |
|
|
2013
Q3 | $341K | Sell |
1,840
-389
| -17% | -$72.1K | 0.12% | 132 |
|
|
2013
Q2 | $426K | Buy |
+2,229
| New | +$426K | 0.16% | 108 |
|