Lake Point Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $41K | Buy |
292
+168
| +135% | +$23.6K | 0.02% | 75 |
|
|
2022
Q1 | $16K | Hold |
124
| – | – | 0.01% | 124 |
|
|
2021
Q4 | $17K | Sell |
124
-6
| -5% | -$823 | 0.01% | 130 |
|
|
2021
Q3 | $17K | Hold |
130
| – | – | 0.01% | 117 |
|
|
2021
Q2 | $18K | Buy |
+130
| New | +$18K | 0.01% | 129 |
|
|
2020
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 227 |
|
|
2019
Q1 | – | Sell |
-18
| Closed | -$2K | – | 760 |
|
|
2018
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 676 |
|