MilWealth Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-555
| Closed | -$73.8K | – | 169 |
|
2021
Q3 | $73.8K | Buy |
555
+23
| +4% | +$3.06K | 0.03% | 33 |
|
2021
Q2 | $74.6K | Hold |
532
| – | – | 0.03% | 31 |
|
2021
Q1 | $67.8K | Hold |
532
| – | – | 0.03% | 30 |
|
2020
Q4 | $64.1K | Hold |
532
| – | – | 0.03% | 30 |
|
2020
Q3 | $61.9K | Hold |
532
| – | – | 0.03% | 29 |
|
2020
Q2 | $61.5K | Hold |
532
| – | – | 0.04% | 29 |
|
2020
Q1 | $56.5K | Hold |
532
| – | – | 0.04% | 29 |
|
2019
Q4 | $68.2K | Hold |
532
| – | – | 0.05% | 28 |
|
2019
Q3 | $74K | Sell |
532
-20
| -4% | -$2.78K | 0.06% | 26 |
|
2019
Q2 | $72.8K | Buy |
552
+20
| +4% | +$2.64K | 0.06% | 25 |
|
2019
Q1 | $71.8K | Hold |
532
| – | – | 0.06% | 23 |
|
2018
Q4 | $57.9K | Buy |
+532
| New | +$57.9K | 0.06% | 27 |
|