Kanaly Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $619K | Buy |
3,898
+323
| +9% | +$51.3K | 0.13% | 75 |
|
|
2016
Q3 | $543K | Buy |
3,575
+400
| +13% | +$60.8K | 0.12% | 93 |
|
|
2016
Q2 | $461K | Sell |
3,175
-665
| -17% | -$96.6K | 0.09% | 101 |
|
|
2016
Q1 | $556K | Buy |
3,840
+128
| +3% | +$18.5K | 0.11% | 95 |
|
|
2015
Q4 | $488K | Sell |
3,712
-937
| -20% | -$123K | 0.1% | 97 |
|
|
2015
Q3 | $644K | Buy |
4,649
+218
| +5% | +$30.2K | 0.14% | 82 |
|
|
2015
Q2 | $689K | Sell |
4,431
-917
| -17% | -$143K | 0.14% | 84 |
|
|
2015
Q1 | $821K | Sell |
5,348
-3,693
| -41% | -$567K | 0.16% | 74 |
|
|
2014
Q4 | $1.39M | Buy |
9,041
+2,315
| +34% | +$355K | 0.28% | 52 |
|
|
2014
Q3 | $1.22M | Sell |
6,726
-140
| -2% | -$25.4K | 0.24% | 53 |
|
|
2014
Q2 | $1.19M | Sell |
6,866
-102
| -1% | -$17.7K | 0.22% | 56 |
|
|
2014
Q1 | $1.28M | Buy |
6,968
+206
| +3% | +$37.9K | 0.25% | 52 |
|
|
2013
Q4 | $1.21M | Buy |
6,762
+3,662
| +118% | +$657K | 0.24% | 56 |
|
|
2013
Q3 | $548K | Sell |
3,100
-38
| -1% | -$6.72K | 0.16% | 59 |
|
|
2013
Q2 | $572K | Buy |
+3,138
| New | +$572K | 0.18% | 51 |
|