LWM
LBA Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $669K | Sell |
3,842
-273
| -7% | -$47.5K | 0.35% | 51 |
|
|
2016
Q4 | $683K | Buy |
4,115
+137
| +3% | +$22.7K | 0.37% | 48 |
|
|
2016
Q3 | $632K | Sell |
3,978
-1
| -0% | -$159 | 0.36% | 48 |
|
|
2016
Q2 | $604K | Sell |
3,979
-45
| -1% | -$6.83K | 0.34% | 51 |
|
|
2016
Q1 | $609K | Sell |
4,024
-108
| -3% | -$16.3K | 0.35% | 49 |
|
|
2015
Q4 | $569K | Sell |
4,132
-659
| -14% | -$90.7K | 0.33% | 52 |
|
|
2015
Q3 | $695K | Buy |
4,791
+81
| +2% | +$11.8K | 0.44% | 41 |
|
|
2015
Q2 | $766K | Sell |
4,710
-150
| -3% | -$24.4K | 0.48% | 38 |
|
|
2015
Q1 | $780K | Sell |
4,860
-325
| -6% | -$52.2K | 0.49% | 38 |
|
|
2014
Q4 | $832K | Sell |
5,185
-1,075
| -17% | -$172K | 0.55% | 38 |
|
|
2014
Q3 | $1.19M | Buy |
6,260
+100
| +2% | +$19K | 0.82% | 23 |
|
|
2014
Q2 | $1.12M | Sell |
6,160
-49
| -0.8% | -$8.89K | 0.91% | 25 |
|
|
2014
Q1 | $1.2M | Sell |
6,209
-161
| -3% | -$31K | 0.98% | 21 |
|
|
2013
Q4 | $1.2M | Buy |
+6,370
| New | +$1.2M | 0.98% | 22 |
|