Kingfisher Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-7,071
| Closed | -$1.02M | – | 135 |
|
2018
Q3 | $1.02M | Buy |
7,071
+70
| +1% | +$10.1K | 0.55% | 67 |
|
2018
Q2 | $935K | Sell |
7,001
-585
| -8% | -$78.1K | 0.59% | 68 |
|
2018
Q1 | $1.11M | Buy |
7,586
+372
| +5% | +$54.6K | 0.71% | 58 |
|
2017
Q4 | $1.06M | Buy |
+7,214
| New | +$1.06M | 0.67% | 62 |
|
2016
Q1 | – | Sell |
-226
| Closed | -$30K | – | 181 |
|
2015
Q4 | $30K | Buy |
+226
| New | +$30K | 0.02% | 178 |
|