Mid Atlantic Financial Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.21M | Sell |
16,642
-1,053
| -6% | -$140K | 0.15% | 135 |
|
|
2021
Q2 | $2.48M | Buy |
17,695
+200
| +1% | +$28K | 0.17% | 126 |
|
|
2021
Q1 | $2.23M | Buy |
17,495
+686
| +4% | +$87.4K | 0.16% | 129 |
|
|
2020
Q4 | $2.02M | Buy |
16,809
+5,599
| +50% | +$674K | 0.16% | 134 |
|
|
2020
Q3 | $1.24M | Sell |
11,210
-2,551
| -19% | -$282K | 0.11% | 170 |
|
|
2020
Q2 | $1.59M | Sell |
13,761
-1,523
| -10% | -$176K | 0.15% | 127 |
|
|
2020
Q1 | $1.62M | Buy |
15,284
+382
| +3% | +$40.5K | 0.19% | 109 |
|
|
2019
Q4 | $1.91M | Buy |
14,902
+3,026
| +25% | +$388K | 0.18% | 121 |
|
|
2019
Q3 | $1.65M | Buy |
11,876
+551
| +5% | +$76.6K | 0.18% | 111 |
|
|
2019
Q2 | $1.49M | Sell |
11,325
-404
| -3% | -$53.3K | 0.16% | 126 |
|
|
2019
Q1 | $1.58M | Buy |
11,729
+799
| +7% | +$108K | 0.17% | 114 |
|
|
2018
Q4 | $1.19M | Buy |
+10,930
| New | +$1.19M | 0.15% | 130 |
|