LPC
Loeb Partners Corp’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,325
| Closed | -$187K | – | 60 |
|
|
2019
Q1 | $187K | Sell |
1,325
-100
| -7% | -$14.1K | 3.85% | 7 |
|
|
2018
Q4 | $161K | Hold |
1,425
| – | – | 0.07% | 127 |
|
|
2018
Q3 | $216K | Buy |
+1,425
| New | +$216K | 0.08% | 134 |
|
|
2015
Q3 | – | Sell |
-4,800
| Closed | -$781K | – | 176 |
|
|
2015
Q2 | $781K | Sell |
4,800
-1,400
| -23% | -$228K | 0.23% | 89 |
|
|
2015
Q1 | $995K | Hold |
6,200
| – | – | 0.29% | 85 |
|
|
2014
Q4 | $995K | Sell |
6,200
-300
| -5% | -$48.1K | 0.3% | 81 |
|
|
2014
Q3 | $1.23M | Sell |
6,500
-1,500
| -19% | -$285K | 0.41% | 66 |
|
|
2014
Q2 | $1.45M | Sell |
8,000
-1,000
| -11% | -$181K | 0.44% | 66 |
|
|
2014
Q1 | $1.73M | Sell |
9,000
-3,795
| -30% | -$730K | 0.58% | 49 |
|
|
2013
Q4 | $2.4M | Hold |
12,795
| – | – | 0.77% | 38 |
|
|
2013
Q3 | $2.37M | Sell |
12,795
-155
| -1% | -$28.7K | 0.8% | 33 |
|
|
2013
Q2 | $2.48M | Buy |
+12,950
| New | +$2.48M | 0.91% | 28 |
|