Kiwi Wealth Investments Limited Partnership’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-39,689
| Closed | -$5.31M | – | 111 |
|
|
2023
Q2 | $5.31M | Hold |
39,689
| – | – | 0.33% | 79 |
|
|
2023
Q1 | $5.2M | Hold |
39,689
| – | – | 0.34% | 84 |
|
|
2022
Q4 | $5.59M | Buy |
+39,689
| New | +$5.59M | 0.37% | 71 |
|
|
2020
Q2 | – | Sell |
-68,887
| Closed | -$7.31M | – | 222 |
|
|
2020
Q1 | $7.31M | Buy |
+68,887
| New | +$7.31M | 0.73% | 41 |
|
|
2019
Q2 | – | Sell |
-29,316
| Closed | -$3.96M | – | 191 |
|
|
2019
Q1 | $3.96M | Sell |
29,316
-15,944
| -35% | -$2.15M | 0.36% | 89 |
|
|
2018
Q4 | $4.92M | Buy |
45,260
+3,660
| +9% | +$398K | 0.52% | 60 |
|
|
2018
Q3 | $6.01M | Sell |
41,600
-1,060
| -2% | -$153K | 0.57% | 48 |
|
|
2018
Q2 | $5.7M | Buy |
42,660
+2,256
| +6% | +$301K | 0.54% | 53 |
|
|
2018
Q1 | $5.93M | Buy |
40,404
+24,616
| +156% | +$3.61M | 0.58% | 55 |
|
|
2017
Q4 | $2.32M | Sell |
15,788
-23,622
| -60% | -$3.47M | 0.25% | 95 |
|
|
2017
Q3 | $5.47M | Buy |
+39,410
| New | +$5.47M | 0.66% | 46 |
|
|
2015
Q4 | – | Sell |
-27,305
| Closed | -$3.78M | – | 111 |
|
|
2015
Q3 | $3.78M | Sell |
27,305
-57,972
| -68% | -$8.03M | 0.44% | 62 |
|
|
2015
Q2 | $13.3M | Buy |
+85,277
| New | +$13.3M | 1.41% | 26 |
|