Kays Financial Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Sell |
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|
2019
Q3 | $399K | Sell |
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|
2019
Q2 | $408K | Sell |
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|
2019
Q1 | $443K | Buy |
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|
2018
Q4 | $220K | Buy |
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|
2018
Q3 | $267K | Sell |
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|
2018
Q2 | $391K | Sell |
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|
2018
Q1 | $2.93M | Buy |
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|
2017
Q4 | $2.9M | Buy |
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|
2017
Q3 | $2.67M | Buy |
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|
2017
Q2 | $2.7M | Buy |
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|
2017
Q1 | $2.95M | Buy |
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|
2016
Q4 | $2.58M | Buy |
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|
2016
Q3 | $2.13M | Buy |
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|
2016
Q2 | $1.82M | Buy |
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|
2016
Q1 | $1.59M | Buy |
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|
2015
Q4 | $1.38M | Buy |
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|
2015
Q3 | $1.33M | Buy |
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|
2015
Q2 | $1.16M | Buy |
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|
2015
Q1 | $1.1M | Buy |
|
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|
2014
Q4 | $876K | Buy |
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|
2014
Q3 | $844K | Buy |
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|
2014
Q2 | $753K | Buy |
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|
2014
Q1 | $696K | Sell |
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|
2013
Q4 | $785K | Buy |
|