Kelman-Lazarov Inc’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-680
| Closed | -$108K | – | 160 |
|
|
2016
Q4 | $108K | Sell |
680
-157
| -19% | -$24.9K | 0.06% | 137 |
|
|
2016
Q3 | $125K | Sell |
837
-157
| -16% | -$23.5K | 0.07% | 131 |
|
|
2016
Q2 | $145K | Hold |
994
| – | – | 0.08% | 121 |
|
|
2016
Q1 | $145K | Buy |
+994
| New | +$145K | 0.08% | 130 |
|