LWM
Lyons Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,377
| Closed | -$826K | – | 53 |
|
|
2017
Q2 | $826K | Buy |
5,377
+255
| +5% | +$39.2K | 1.16% | 25 |
|
|
2017
Q1 | $893K | Buy |
5,122
+430
| +9% | +$75K | 0.94% | 17 |
|
|
2016
Q4 | $778K | Sell |
4,692
-575
| -11% | -$95.3K | 1.06% | 27 |
|
|
2016
Q3 | $836K | Buy |
5,267
+65
| +1% | +$10.3K | 1.15% | 18 |
|
|
2016
Q2 | $792K | Sell |
5,202
-796
| -13% | -$121K | 1.19% | 20 |
|
|
2016
Q1 | $910K | Sell |
5,998
-233
| -4% | -$35.4K | 1.31% | 17 |
|
|
2015
Q4 | $855K | Buy |
6,231
+645
| +12% | +$88.5K | 1.09% | 23 |
|
|
2015
Q3 | $812K | Sell |
5,586
-944
| -14% | -$137K | 1.04% | 23 |
|
|
2015
Q2 | $1.07M | Sell |
6,530
-38
| -0.6% | -$6.2K | 1.21% | 10 |
|
|
2015
Q1 | $1.06M | Sell |
6,568
-354
| -5% | -$56.9K | 1.14% | 26 |
|
|
2014
Q4 | $1.11M | Buy |
6,922
+1,345
| +24% | +$215K | 1.16% | 23 |
|
|
2014
Q3 | $1.06M | Buy |
5,577
+445
| +9% | +$84.4K | 1.13% | 20 |
|
|
2014
Q2 | $935K | Buy |
5,132
+1,015
| +25% | +$185K | 0.83% | 33 |
|
|
2014
Q1 | $795K | Buy |
4,117
+1,145
| +39% | +$221K | 0.7% | 22 |
|
|
2013
Q4 | $560K | Sell |
2,972
-519
| -15% | -$97.8K | 0.53% | 31 |
|
|
2013
Q3 | $647K | Buy |
3,491
+590
| +20% | +$109K | 0.58% | 11 |
|
|
2013
Q2 | $556K | Buy |
+2,901
| New | +$556K | 0.56% | 17 |
|