JA
JLB & Associates’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,740
| Closed | -$266K | – | 73 |
|
|
2017
Q4 | $266K | Sell |
1,740
-825
| -32% | -$126K | 0.06% | 72 |
|
|
2017
Q3 | $372K | Sell |
2,565
-2,160
| -46% | -$313K | 0.09% | 68 |
|
|
2017
Q2 | $726K | Buy |
+4,725
| New | +$726K | 0.18% | 63 |
|
|
2016
Q4 | $1.94M | Hold |
11,712
| – | – | 0.53% | 49 |
|
|
2016
Q3 | $1.86M | Sell |
11,712
-145
| -1% | -$23K | 0.51% | 51 |
|
|
2016
Q2 | $1.8M | Buy |
11,857
+2,521
| +27% | +$382K | 0.51% | 52 |
|
|
2016
Q1 | $1.61M | Sell |
9,336
-2,762
| -23% | -$476K | 0.41% | 54 |
|
|
2015
Q4 | $1.66M | Sell |
12,098
-746
| -6% | -$103K | 0.51% | 52 |
|
|
2015
Q3 | $1.86M | Sell |
12,844
-100
| -0.8% | -$14.5K | 0.6% | 49 |
|
|
2015
Q2 | $2.11M | Sell |
12,944
-700
| -5% | -$114K | 0.65% | 49 |
|
|
2015
Q1 | $2.19M | Hold |
13,644
| – | – | 0.68% | 47 |
|
|
2014
Q4 | $2.19M | Sell |
13,644
-10
| -0.1% | -$1.6K | 0.73% | 47 |
|
|
2014
Q3 | $2.59M | Sell |
13,654
-40
| -0.3% | -$7.59K | 0.93% | 42 |
|
|
2014
Q2 | $2.48M | Buy |
13,694
+400
| +3% | +$72.5K | 0.9% | 45 |
|
|
2014
Q1 | $2.56M | Sell |
13,294
-79
| -0.6% | -$15.2K | 0.95% | 43 |
|
|
2013
Q4 | $2.51M | Sell |
13,373
-32
| -0.2% | -$6K | 0.96% | 43 |
|
|
2013
Q3 | $2.48M | Sell |
13,405
-75
| -0.6% | -$13.9K | 1.05% | 43 |
|
|
2013
Q2 | $2.58M | Buy |
+13,480
| New | +$2.58M | 1.17% | 41 |
|