KPW
Kore Private Wealth’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.23M | Sell |
10,330
-507
| -5% | -$60.2K | 0.22% | 70 |
|
|
2022
Q2 | $1.53M | Sell |
10,837
-114
| -1% | -$16.1K | 0.24% | 78 |
|
|
2022
Q1 | $1.42M | Sell |
10,951
-89
| -0.8% | -$11.6K | 0.18% | 90 |
|
|
2021
Q4 | $1.48M | Sell |
11,040
-2,677
| -20% | -$358K | 0.18% | 86 |
|
|
2021
Q3 | $1.91M | Buy |
13,717
+902
| +7% | +$125K | 0.2% | 89 |
|
|
2021
Q2 | $1.88M | Buy |
12,815
+187
| +1% | +$27.4K | 0.21% | 84 |
|
|
2021
Q1 | $1.68M | Buy |
12,628
+632
| +5% | +$84.2K | 0.23% | 80 |
|
|
2020
Q4 | $1.51M | Buy |
11,996
+377
| +3% | +$47.5K | 0.23% | 69 |
|
|
2020
Q3 | $1.41M | Buy |
11,619
+645
| +6% | +$78.5K | 0.27% | 68 |
|
|
2020
Q2 | $1.33M | Sell |
10,974
-9
| -0.1% | -$1.09K | 0.27% | 69 |
|
|
2020
Q1 | $1.22M | Buy |
10,983
+360
| +3% | +$39.9K | 0.29% | 67 |
|
|
2019
Q4 | $1.42M | Buy |
10,623
+897
| +9% | +$120K | 0.27% | 73 |
|
|
2019
Q3 | $1.4M | Sell |
9,726
-86
| -0.9% | -$12.4K | 0.31% | 66 |
|
|
2019
Q2 | $1.35M | Buy |
9,812
+86
| +0.9% | +$11.9K | 0.31% | 71 |
|
|
2019
Q1 | $1.37M | Sell |
9,726
-13
| -0.1% | -$1.83K | 0.31% | 68 |
|
|
2018
Q4 | $1.11M | Buy |
+9,739
| New | +$1.11M | 0.3% | 69 |
|