KMS Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.95M | Buy |
10,733
+427
| +4% | +$77.5K | 0.27% | 91 |
|
|
2014
Q2 | $1.79M | Sell |
10,306
-1,528
| -13% | -$265K | 0.26% | 95 |
|
|
2014
Q1 | $2.18M | Sell |
11,834
-501
| -4% | -$92.2K | 0.34% | 65 |
|
|
2013
Q4 | $2.21M | Buy |
12,335
+2,654
| +27% | +$476K | 0.37% | 58 |
|
|
2013
Q3 | $1.71M | Buy |
9,681
+1,560
| +19% | +$276K | 0.42% | 50 |
|
|
2013
Q2 | $1.48M | Buy |
+8,121
| New | +$1.48M | 0.41% | 55 |
|