MWR
McAdams Wright Ragen’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $6.41M | Buy |
33,760
+1,674
| +5% | +$318K | 0.36% | 69 |
|
|
2014
Q2 | $5.82M | Sell |
32,086
-13,379
| -29% | -$2.43M | 0.33% | 73 |
|
|
2014
Q1 | $8.75M | Sell |
45,465
-8,158
| -15% | -$1.57M | 0.54% | 53 |
|
|
2013
Q4 | $10.1M | Buy |
53,623
+11,414
| +27% | +$2.14M | 0.67% | 41 |
|
|
2013
Q3 | $7.82M | Buy |
42,209
+1,170
| +3% | +$217K | 0.62% | 44 |
|
|
2013
Q2 | $7.84M | Buy |
+41,039
| New | +$7.84M | 0.63% | 44 |
|