KIA
King Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $550K | Hold |
4,000
| – | – | 5.88% | 3 |
|
|
2015
Q3 | $580K | Hold |
4,000
| – | – | 3.93% | 3 |
|
|
2015
Q2 | $651K | Sell |
4,000
-300
| -7% | -$48.8K | 1.5% | 27 |
|
|
2015
Q1 | $690K | Hold |
4,300
| – | – | 0.33% | 53 |
|
|
2014
Q4 | $690K | Hold |
4,300
| – | – | 0.31% | 53 |
|
|
2014
Q3 | $816K | Sell |
4,300
-100
| -2% | -$19K | 0.37% | 48 |
|
|
2014
Q2 | $798K | Hold |
4,400
| – | – | 0.34% | 53 |
|
|
2014
Q1 | $847K | Hold |
4,400
| – | – | 0.39% | 49 |
|
|
2013
Q4 | $825K | Hold |
4,400
| – | – | 0.38% | 52 |
|
|
2013
Q3 | $815K | Sell |
4,400
-70
| -2% | -$13K | 0.35% | 64 |
|
|
2013
Q2 | $854K | Buy |
+4,470
| New | +$854K | 0.35% | 59 |
|