Laurel Wealth Planning’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-45
| Closed | -$6.34K | – | 115 |
|
|
2022
Q4 | $6.34K | Hold |
45
| – | – | ﹤0.01% | 175 |
|
|
2022
Q3 | $5K | Hold |
45
| – | – | ﹤0.01% | 180 |
|
|
2022
Q2 | $6K | Hold |
45
| – | – | ﹤0.01% | 178 |
|
|
2022
Q1 | $6K | Hold |
45
| – | – | ﹤0.01% | 214 |
|
|
2021
Q4 | $6K | Sell |
45
-2
| -4% | -$267 | ﹤0.01% | 162 |
|
|
2021
Q3 | $6K | Hold |
47
| – | – | ﹤0.01% | 164 |
|
|
2021
Q2 | $7K | Hold |
47
| – | – | 0.01% | 102 |
|
|
2021
Q1 | $6K | Hold |
47
| – | – | 0.01% | 99 |
|
|
2020
Q4 | $6K | Buy |
+47
| New | +$6K | 0.01% | 93 |
|