LeJeune Puetz Investment Counsel’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,189
| Closed | -$295K | – | 180 |
|
|
2019
Q1 | $295K | Sell |
2,189
-1,282
| -37% | -$173K | 0.16% | 118 |
|
|
2018
Q4 | $377K | Sell |
3,471
-3,434
| -50% | -$373K | 0.24% | 99 |
|
|
2018
Q3 | $998K | Hold |
6,905
| – | – | 0.58% | 62 |
|
|
2018
Q2 | $922K | Sell |
6,905
-653
| -9% | -$87.2K | 0.57% | 62 |
|
|
2018
Q1 | $1.11M | Sell |
7,558
-115
| -1% | -$16.9K | 0.68% | 57 |
|
|
2017
Q4 | $1.13M | Sell |
7,673
-463
| -6% | -$67.9K | 0.69% | 55 |
|
|
2017
Q3 | $1.13M | Sell |
8,136
-523
| -6% | -$72.5K | 0.73% | 55 |
|
|
2017
Q2 | $1.27M | Sell |
8,659
-42
| -0.5% | -$6.18K | 0.86% | 44 |
|
|
2017
Q1 | $1.45M | Sell |
8,701
-130
| -1% | -$21.6K | 1.04% | 37 |
|
|
2016
Q4 | $1.4M | Buy |
+8,831
| New | +$1.4M | 1.08% | 35 |
|