LA
Lucus Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $216K | Buy |
+1,411
| New | +$216K | 0.37% | 119 |
|
|
2017
Q2 | – | Sell |
-2,358
| Closed | -$411K | – | 217 |
|
|
2017
Q1 | $411K | Buy |
+2,358
| New | +$411K | 0.38% | 94 |
|
|
2016
Q4 | – | Sell |
-2,478
| Closed | -$394K | – | 100 |
|
|
2016
Q3 | $394K | Buy |
2,478
+169
| +7% | +$26.9K | 0.34% | 129 |
|
|
2016
Q2 | $350K | Sell |
2,309
-1,193
| -34% | -$181K | 0.29% | 108 |
|
|
2016
Q1 | $530K | Buy |
3,502
+232
| +7% | +$35.1K | 0.31% | 35 |
|
|
2015
Q4 | $450K | Buy |
3,270
+142
| +5% | +$19.5K | 0.27% | 103 |
|
|
2015
Q3 | $453K | Buy |
3,128
+94
| +3% | +$13.6K | 0.25% | 109 |
|
|
2015
Q2 | $494K | Sell |
3,034
-301
| -9% | -$49K | 0.24% | 181 |
|
|
2015
Q1 | $535K | Buy |
3,335
+432
| +15% | +$69.3K | 0.27% | 84 |
|
|
2014
Q4 | $466K | Buy |
+2,903
| New | +$466K | 0.21% | 172 |
|