Lehman & Derafelo Financial Resources’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$328K Buy
2022
Q3
$225K Hold
2022
Q2
$267K Buy
2022
Q1
$225K Hold
2021
Q4
$231K Sell
2021
Q3
$240K Sell
2021
Q2
$274K Hold
2021
Q1
$249K Hold
2020
Q4
$236K Hold
2020
Q3
$228K Buy
2020
Q2
$214K Buy
2019
Q4
Sell
2019
Q3
$351K Buy
2019
Q2
$333K Buy
2019
Q1
$220K Buy