LWA
Lenox Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $70K | Buy |
550
+10
| +2% | +$1.27K | 0.01% | 205 |
|
|
2021
Q4 | $72K | Hold |
540
| – | – | 0.01% | 211 |
|
|
2021
Q3 | $75K | Sell |
540
-408
| -43% | -$56.7K | 0.01% | 182 |
|
|
2021
Q2 | $139K | Sell |
948
-319
| -25% | -$46.8K | 0.02% | 133 |
|
|
2021
Q1 | $169K | Buy |
1,267
+89
| +8% | +$11.9K | 0.02% | 95 |
|
|
2020
Q4 | $148K | Buy |
1,178
+308
| +35% | +$38.7K | 0.02% | 103 |
|
|
2020
Q3 | $106K | Buy |
870
+570
| +190% | +$69.4K | 0.02% | 112 |
|
|
2020
Q2 | $36K | Buy |
300
+57
| +23% | +$6.84K | 0.01% | 196 |
|
|
2020
Q1 | $27K | Sell |
243
-35
| -13% | -$3.89K | 0.01% | 214 |
|
|
2019
Q4 | $37K | Buy |
278
+86
| +45% | +$11.4K | 0.01% | 218 |
|
|
2019
Q3 | $28K | Buy |
192
+64
| +50% | +$9.33K | ﹤0.01% | 229 |
|
|
2019
Q2 | $18K | Hold |
128
| – | – | ﹤0.01% | 228 |
|
|
2019
Q1 | $18K | Sell |
128
-60
| -32% | -$8.44K | ﹤0.01% | 212 |
|
|
2018
Q4 | $21K | Sell |
188
-125
| -40% | -$14K | ﹤0.01% | 190 |
|
|
2018
Q3 | $47K | Sell |
313
-281
| -47% | -$42.2K | 0.01% | 142 |
|
|
2018
Q2 | $83K | Buy |
594
+65
| +12% | +$9.08K | 0.02% | 97 |
|
|
2018
Q1 | $81K | Buy |
529
+171
| +48% | +$26.2K | 0.02% | 119 |
|
|
2017
Q4 | $55K | Buy |
358
+230
| +180% | +$35.3K | 0.02% | 97 |
|
|
2017
Q3 | $19K | Hold |
128
| – | – | 0.01% | 69 |
|
|
2017
Q2 | $20K | Hold |
128
| – | – | 0.01% | 79 |
|
|
2017
Q1 | $22K | Sell |
128
-21
| -14% | -$3.61K | 0.01% | 61 |
|
|
2016
Q4 | $25K | Sell |
149
-1,240
| -89% | -$208K | 0.01% | 71 |
|
|
2016
Q3 | $221K | Sell |
1,389
-176
| -11% | -$28K | 0.07% | 32 |
|
|
2016
Q2 | $238K | Hold |
1,565
| – | – | 0.07% | 31 |
|
|
2016
Q1 | $237K | Hold |
1,565
| – | – | 0.07% | 31 |
|
|
2015
Q4 | $215K | Hold |
1,565
| – | – | 0.07% | 33 |
|
|
2015
Q3 | $227K | Hold |
1,565
| – | – | 0.08% | 29 |
|
|
2015
Q2 | $255K | Sell |
1,565
-125
| -7% | -$20.4K | 0.11% | 23 |
|
|
2015
Q1 | $271K | Sell |
1,690
-50
| -3% | -$8.02K | 0.11% | 25 |
|
|
2014
Q4 | $279K | Hold |
1,740
| – | – | 0.12% | 23 |
|
|
2014
Q3 | $330K | Sell |
1,740
-65
| -4% | -$12.3K | 0.15% | 21 |
|
|
2014
Q2 | $338K | Hold |
1,805
| – | – | 0.15% | 15 |
|
|
2014
Q1 | $351K | Buy |
1,805
+82
| +5% | +$15.9K | 0.21% | 12 |
|
|
2013
Q4 | $323K | Buy |
1,723
+114
| +7% | +$21.4K | 0.23% | 18 |
|
|
2013
Q3 | $298K | Hold |
1,609
| – | – | 0.28% | 14 |
|
|
2013
Q2 | $307K | Buy |
+1,609
| New | +$307K | 0.35% | 13 |
|