Kopp Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-4,833
| Closed | -$837K | – | 69 |
|
|
2014
Q2 | $837K | Sell |
4,833
-12
| -0.2% | -$2.08K | 0.38% | 56 |
|
|
2014
Q1 | $892K | Buy |
4,845
+256
| +6% | +$47.1K | 0.37% | 52 |
|
|
2013
Q4 | $823K | Buy |
4,589
+364
| +9% | +$65.3K | 0.37% | 52 |
|
|
2013
Q3 | $748K | Sell |
4,225
-15
| -0.4% | -$2.66K | 0.27% | 72 |
|
|
2013
Q2 | $775K | Buy |
+4,240
| New | +$775K | 0.3% | 75 |
|