JWM

Jupiter Wealth Management’s IBM IBM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,000	Closed	-$240K	–	95
2021 Q3	$240K	Sell	2,000 -5,000	-71%	-$600K	0.11%	86
2021 Q2	$1.01M	Hold	7,000	–	–	0.48%	47
2021 Q1	$1.01M	Buy	+7,000	New	+$1.01M	0.51%	44