Kalos Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,711
| Closed | -$222K | – | 153 |
|
|
2022
Q1 | $222K | Sell |
1,711
-174
| -9% | -$22.6K | 0.15% | 138 |
|
|
2021
Q4 | $236K | Sell |
1,885
-11
| -0.6% | -$1.38K | 0.06% | 247 |
|
|
2021
Q3 | $227K | Buy |
1,896
+67
| +4% | +$8.02K | 0.06% | 244 |
|
|
2021
Q2 | $247K | Sell |
1,829
-73
| -4% | -$9.86K | 0.1% | 220 |
|
|
2021
Q1 | $260K | Buy |
1,902
+2
| +0.1% | +$273 | 0.08% | 240 |
|
|
2020
Q4 | $222K | Buy |
+1,900
| New | +$222K | 0.09% | 220 |
|
|
2020
Q3 | – | Sell |
-2,100
| Closed | -$252K | – | 236 |
|
|
2020
Q2 | $252K | Buy |
+2,100
| New | +$252K | 0.11% | 169 |
|
|
2018
Q1 | – | Sell |
-18,031
| Closed | -$2.64M | – | 163 |
|
|
2017
Q4 | $2.64M | Buy |
18,031
+333
| +2% | +$48.8K | 1.24% | 27 |
|
|
2017
Q3 | $2.45M | Buy |
17,698
+1,732
| +11% | +$240K | 1.58% | 20 |
|
|
2017
Q2 | $2.35M | Buy |
15,966
+622
| +4% | +$91.5K | 2.15% | 15 |
|
|
2017
Q1 | $2.56M | Buy |
15,344
+1,511
| +11% | +$252K | 1.81% | 19 |
|
|
2016
Q4 | $2.2M | Sell |
13,833
-1,056
| -7% | -$168K | 1.77% | 13 |
|
|
2016
Q3 | $2.26M | Buy |
14,889
+2,059
| +16% | +$313K | 1.93% | 9 |
|
|
2016
Q2 | $1.86M | Buy |
12,830
+10,766
| +522% | +$1.56M | 1.44% | 14 |
|
|
2016
Q1 | $298K | Buy |
+2,064
| New | +$298K | 0.25% | 115 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 113 |
|