Longer Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.39M | Buy |
17,698
+997
| +6% | +$134K | 2.82% | 14 |
|
|
2018
Q4 | $1.82M | Sell |
16,701
-412
| -2% | -$44.8K | 2.11% | 19 |
|
|
2018
Q3 | $2.47M | Buy |
+17,113
| New | +$2.47M | 2.38% | 20 |
|
|
2017
Q4 | – | Sell |
-14,796
| Closed | -$2.05M | – | 42 |
|
|
2017
Q3 | $2.05M | Buy |
+14,796
| New | +$2.05M | 1.83% | 24 |
|
|
2014
Q4 | – | Sell |
-4,351
| Closed | -$790K | – | 44 |
|
|
2014
Q3 | $790K | Sell |
4,351
-665
| -13% | -$121K | 0.64% | 34 |
|
|
2014
Q2 | $869K | Sell |
5,016
-2,024
| -29% | -$351K | 0.66% | 40 |
|
|
2014
Q1 | $1.3M | Sell |
7,040
-4,534
| -39% | -$834K | 1.03% | 33 |
|
|
2013
Q4 | $2.08M | Sell |
11,574
-2,913
| -20% | -$522K | 1.62% | 29 |
|
|
2013
Q3 | $2.57M | Buy |
14,487
+5,946
| +70% | +$1.05M | 2.06% | 10 |
|
|
2013
Q2 | $1.56M | Buy |
+8,541
| New | +$1.56M | 1.42% | 28 |
|