Lebenthal Holdings’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $13M | Buy |
89,433
+52,980
| +145% | +$7.69M | 1.61% | 5 |
|
|
2016
Q1 | $5.28M | Buy |
36,453
+27,728
| +318% | +$4.01M | 0.93% | 15 |
|
|
2015
Q4 | $1.15M | Sell |
8,725
-23,248
| -73% | -$3.06M | 0.27% | 137 |
|
|
2015
Q3 | $4.43M | Buy |
31,973
+4,134
| +15% | +$573K | 1.02% | 9 |
|
|
2015
Q2 | $4.32M | Buy |
27,839
+6,355
| +30% | +$986K | 0.88% | 14 |
|
|
2015
Q1 | $3.3M | Sell |
21,484
-4,183
| -16% | -$642K | 0.77% | 18 |
|
|
2014
Q4 | $3.94M | Buy |
+25,667
| New | +$3.94M | 1.74% | 10 |
|