KJWM
Kiley Juergens Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,153
| Closed | -$325K | – | 309 |
|
|
2018
Q3 | $325K | Buy |
2,153
+501
| +30% | +$75.6K | 0.24% | 69 |
|
|
2018
Q2 | $230K | Buy |
+1,652
| New | +$230K | 0.21% | 74 |
|
|
2018
Q1 | – | Sell |
-883
| Closed | -$135K | – | 314 |
|
|
2017
Q4 | $135K | Buy |
+883
| New | +$135K | 0.12% | 104 |
|