Marino Stram & Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,157
| Closed | -$863K | – | 207 |
|
|
2021
Q2 | $863K | Buy |
+6,157
| New | +$863K | 0.23% | 86 |
|
|
2019
Q2 | – | Sell |
-672
| Closed | -$91K | – | 305 |
|
|
2019
Q1 | $91K | Buy |
672
+117
| +21% | +$15.8K | 0.07% | 124 |
|
|
2018
Q4 | $60K | Sell |
555
-105
| -16% | -$11.4K | 0.05% | 140 |
|
|
2018
Q3 | $95K | Sell |
660
-780
| -54% | -$112K | 0.08% | 130 |
|
|
2018
Q2 | $192K | Sell |
1,440
-1
| -0.1% | -$133 | 0.17% | 79 |
|
|
2018
Q1 | $211K | Sell |
1,441
-537
| -27% | -$78.6K | 0.2% | 77 |
|
|
2017
Q4 | $290K | Buy |
+1,978
| New | +$290K | 0.27% | 64 |
|