Kanen Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-25,000
| Closed | -$2.97M | – | 25 |
|
2022
Q3 | $2.97M | Buy |
+25,000
| New | +$2.97M | 1.74% | 14 |
|
2021
Q3 | – | Sell |
-7,746
| Closed | -$1.09M | – | 28 |
|
2021
Q2 | $1.09M | Sell |
7,746
-3,724
| -32% | -$522K | 0.25% | 23 |
|
2021
Q1 | $1.46M | Buy |
+11,470
| New | +$1.46M | 0.76% | 17 |
|