JFA
Johanson Financial Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-102,584
| Closed | -$766K | – | 159 |
|
|
2019
Q4 | $766K | Buy |
+102,584
| New | +$766K | 0.04% | 161 |
|
|
2018
Q4 | – | Sell |
-2,126
| Closed | -$322K | – | 90 |
|
|
2018
Q3 | $322K | Sell |
2,126
-296
| -12% | -$44.8K | 0.19% | 77 |
|
|
2018
Q2 | $340K | Sell |
2,422
-287
| -11% | -$40.3K | 0.22% | 70 |
|
|
2018
Q1 | $416K | Sell |
2,709
-244
| -8% | -$37.5K | 0.28% | 60 |
|
|
2017
Q4 | $454K | Sell |
2,953
-310
| -10% | -$47.7K | 0.3% | 58 |
|
|
2017
Q3 | $474K | Sell |
3,263
-184
| -5% | -$26.7K | 0.35% | 53 |
|
|
2017
Q2 | $529K | Sell |
3,447
-177
| -5% | -$27.2K | 0.43% | 47 |
|
|
2017
Q1 | $633K | Buy |
+3,624
| New | +$633K | 0.56% | 42 |
|
|
2016
Q4 | – | Sell |
-4,203
| Closed | -$669K | – | 30 |
|
|
2016
Q3 | $669K | Buy |
4,203
+39
| +0.9% | +$6.21K | 0.72% | 35 |
|
|
2016
Q2 | $632K | Sell |
4,164
-247
| -6% | -$37.5K | 0.74% | 35 |
|
|
2016
Q1 | $667K | Sell |
4,411
-1,198
| -21% | -$181K | 0.82% | 32 |
|
|
2015
Q4 | $772K | Buy |
+5,609
| New | +$772K | 1.01% | 29 |
|