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JOYN Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $467K | Buy |
4,208
+405
| +11% | +$44.9K | 0.16% | 51 |
|
|
2019
Q4 | $510K | Buy |
3,803
+1,156
| +44% | +$155K | 0.11% | 50 |
|
|
2019
Q3 | $385K | Sell |
2,647
-928
| -26% | -$135K | 0.09% | 63 |
|
|
2019
Q2 | $503K | Buy |
3,575
+1,249
| +54% | +$176K | 0.11% | 54 |
|
|
2019
Q1 | $328K | Sell |
2,326
-830
| -26% | -$117K | 0.08% | 66 |
|
|
2018
Q4 | $359K | Buy |
3,156
+326
| +12% | +$37.1K | 0.08% | 64 |
|
|
2018
Q3 | $428K | Buy |
2,830
+462
| +20% | +$69.9K | 0.08% | 63 |
|
|
2018
Q2 | $331K | Buy |
2,368
+1,672
| +240% | +$234K | 0.07% | 85 |
|
|
2018
Q1 | $107K | Sell |
696
-2,296
| -77% | -$353K | 0.02% | 248 |
|
|
2017
Q4 | $459K | Buy |
+2,992
| New | +$459K | 0.1% | 88 |
|