Kinsight LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,641
| Closed | -$273K | – | 33 |
|
|
2017
Q1 | $273K | Hold |
1,641
| – | – | 0.15% | 26 |
|
|
2016
Q4 | $260K | Sell |
1,641
-105
| -6% | -$16.6K | 0.14% | 26 |
|
|
2016
Q3 | $265K | Hold |
1,746
| – | – | 0.14% | 25 |
|
|
2016
Q2 | $253K | Hold |
1,746
| – | – | 0.14% | 28 |
|
|
2016
Q1 | $253K | Hold |
1,746
| – | – | 0.15% | 28 |
|
|
2015
Q4 | $230K | Hold |
1,746
| – | – | 0.13% | 29 |
|
|
2015
Q3 | $242K | Hold |
1,746
| – | – | 0.16% | 25 |
|
|
2015
Q2 | $271K | Hold |
1,746
| – | – | 0.14% | 25 |
|
|
2015
Q1 | $268K | Hold |
1,746
| – | – | 0.13% | 27 |
|
|
2014
Q4 | $268K | Sell |
1,746
-27
| -2% | -$4.14K | 0.13% | 27 |
|
|
2014
Q3 | $322K | Buy |
1,773
+27
| +2% | +$4.9K | 0.18% | 22 |
|
|
2014
Q2 | $303K | Hold |
1,746
| – | – | 0.18% | 19 |
|
|
2014
Q1 | $321K | Buy |
1,746
+105
| +6% | +$19.3K | 0.2% | 19 |
|
|
2013
Q4 | $294K | Hold |
1,641
| – | – | 0.18% | 22 |
|
|
2013
Q3 | $291K | Hold |
1,641
| – | – | 0.18% | 20 |
|
|
2013
Q2 | $300K | Buy |
+1,641
| New | +$300K | 0.2% | 17 |
|