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Kiely Wealth Advisory Group’s IBM IBM Stock Holding History

Kiely Wealth Advisory Group’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$188K Hold
753
– – 0.12% 64
2024
Q3 		$159K Hold
753
– – 0.1% 70
2024
Q2 		$144K Hold
753
– – 0.08% 59
2024
Q1 		$126K Hold
753
– – 0.07% 61
2023
Q4 		$142K Buy
+753
New +$142K 0.08% 58