JDR
Jay D. Rosenbaum’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,630
| Closed | -$284K | – | 55 |
|
|
2017
Q1 | $284K | Hold |
1,630
| – | – | 0.6% | 46 |
|
|
2016
Q4 | $270K | Sell |
1,630
-250
| -13% | -$41.4K | 0.63% | 42 |
|
|
2016
Q3 | $299K | Hold |
1,880
| – | – | 0.04% | 42 |
|
|
2016
Q2 | $285K | Sell |
1,880
-70
| -4% | -$10.6K | 0.04% | 40 |
|
|
2016
Q1 | $295K | Hold |
1,950
| – | – | 0.07% | 40 |
|
|
2015
Q4 | $269K | Hold |
1,950
| – | – | 0.08% | 35 |
|
|
2015
Q3 | $282K | Hold |
1,950
| – | – | 0.08% | 34 |
|
|
2015
Q2 | $316K | Sell |
1,950
-400
| -17% | -$64.8K | 0.07% | 36 |
|
|
2015
Q1 | $377K | Hold |
2,350
| – | – | 0.08% | 36 |
|
|
2014
Q4 | $377K | Buy |
+2,350
| New | +$377K | 0.08% | 35 |
|