KA
Kaizen Advisory’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $283K | Buy |
2,492
+392
| +19% | +$44.5K | 0.2% | 142 |
|
|
2018
Q3 | $318K | Hold |
2,100
| – | – | 0.17% | 137 |
|
|
2018
Q2 | $293K | Buy |
2,100
+1,265
| +151% | +$176K | 0.15% | 135 |
|
|
2018
Q1 | $128K | Hold |
835
| – | – | 0.13% | 116 |
|
|
2017
Q4 | $128K | Buy |
+835
| New | +$128K | 0.08% | 135 |
|