Krilogy Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,202
| Closed | -$420K | – | 284 |
|
|
2023
Q1 | $420K | Buy |
3,202
+352
| +12% | +$46.1K | 0.04% | 292 |
|
|
2022
Q4 | $402K | Buy |
2,850
+105
| +4% | +$14.8K | 0.04% | 287 |
|
|
2022
Q3 | $326K | Sell |
2,745
-169
| -6% | -$20.1K | 0.04% | 248 |
|
|
2022
Q2 | $411K | Sell |
2,914
-982
| -25% | -$139K | 0.05% | 225 |
|
|
2022
Q1 | $507K | Buy |
3,896
+1,265
| +48% | +$165K | 0.05% | 207 |
|
|
2021
Q4 | $352K | Buy |
2,631
+266
| +11% | +$35.6K | 0.04% | 214 |
|
|
2021
Q3 | $314K | Sell |
2,365
-156
| -6% | -$20.7K | 0.03% | 220 |
|
|
2021
Q2 | $353K | Buy |
2,521
+78
| +3% | +$10.9K | 0.04% | 205 |
|
|
2021
Q1 | $311K | Buy |
2,443
+153
| +7% | +$19.5K | 0.03% | 208 |
|
|
2020
Q4 | $276K | Sell |
2,290
-1,536
| -40% | -$185K | 0.03% | 211 |
|
|
2020
Q3 | $445K | Buy |
3,826
+343
| +10% | +$39.9K | 0.06% | 170 |
|
|
2020
Q2 | $402K | Sell |
3,483
-587
| -14% | -$67.8K | 0.06% | 162 |
|
|
2020
Q1 | $432K | Buy |
4,070
+1,249
| +44% | +$133K | 0.08% | 135 |
|
|
2019
Q4 | $362K | Sell |
2,821
-200
| -7% | -$25.7K | 0.06% | 144 |
|
|
2019
Q3 | $420K | Buy |
3,021
+97
| +3% | +$13.5K | 0.08% | 124 |
|
|
2019
Q2 | $385K | Buy |
2,924
+590
| +25% | +$77.7K | 0.07% | 125 |
|
|
2019
Q1 | $315K | Buy |
2,334
+244
| +12% | +$32.9K | 0.07% | 136 |
|
|
2018
Q4 | $227K | Buy |
2,090
+564
| +37% | +$61.3K | 0.06% | 118 |
|
|
2018
Q3 | $221K | Sell |
1,526
-449
| -23% | -$65K | 0.05% | 135 |
|
|
2018
Q2 | $264K | Sell |
1,975
-270
| -12% | -$36.1K | 0.07% | 118 |
|
|
2018
Q1 | $329K | Buy |
2,245
+263
| +13% | +$38.5K | 0.08% | 113 |
|
|
2017
Q4 | $291K | Sell |
1,982
-238
| -11% | -$34.9K | 0.07% | 122 |
|
|
2017
Q3 | $308K | Sell |
2,220
-15
| -0.7% | -$2.08K | 0.08% | 111 |
|
|
2017
Q2 | $329K | Sell |
2,235
-866
| -28% | -$127K | 0.09% | 91 |
|
|
2017
Q1 | $492K | Hold |
3,101
| – | – | 0.15% | 69 |
|
|
2016
Q4 | $492K | Sell |
3,101
-72
| -2% | -$11.4K | 0.15% | 69 |
|
|
2016
Q3 | $482K | Buy |
3,173
+2
| +0.1% | +$304 | 0.15% | 66 |
|
|
2016
Q2 | $460K | Buy |
3,171
+239
| +8% | +$34.7K | 0.16% | 72 |
|
|
2016
Q1 | $425K | Sell |
2,932
-678
| -19% | -$98.3K | 0.17% | 59 |
|
|
2015
Q4 | $475K | Sell |
3,610
-60
| -2% | -$7.9K | 0.44% | 34 |
|
|
2015
Q3 | $509K | Buy |
+3,670
| New | +$509K | 0.24% | 51 |
|