MCAI
Members Capital Advisors Inc’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,348
| Closed | -$1.25M | – | 65 |
|
|
2023
Q2 | $1.25M | Sell |
9,348
-3,314
| -26% | -$443K | 1.28% | 34 |
|
|
2023
Q1 | $1.66M | Buy |
+12,662
| New | +$1.66M | 1.2% | 36 |
|
|
2021
Q2 | – | Sell |
-12,660
| Closed | -$1.69M | – | 64 |
|
|
2021
Q1 | $1.69M | Hold |
12,660
| – | – | 1.29% | 25 |
|
|
2020
Q4 | $1.59M | Hold |
12,660
| – | – | 1.35% | 29 |
|
|
2020
Q3 | $1.54M | Buy |
+12,660
| New | +$1.54M | 1.45% | 33 |
|
|
2020
Q1 | – | Sell |
-10,700
| Closed | -$1.43M | – | 16 |
|
|
2019
Q4 | $1.43M | Buy |
+10,700
| New | +$1.43M | 1.09% | 35 |
|