McQueen Ball & Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,461
| Closed | -$243 | – | 105 |
|
|
2017
Q1 | $243 | Sell |
1,461
-62
| -4% | -$10 | 0.13% | 91 |
|
|
2016
Q4 | $242K | Hold |
1,523
| – | – | 0.16% | 92 |
|
|
2016
Q3 | $231K | Hold |
1,523
| – | – | 0.16% | 92 |
|
|
2016
Q2 | $221K | Buy |
1,523
+105
| +7% | +$15.2K | 0.16% | 94 |
|
|
2016
Q1 | $205K | Buy |
+1,418
| New | +$205K | 0.15% | 92 |
|