Mosaic Family Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $210K | Sell |
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|
2021
Q3 | $251K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $220K | Sell |
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|
2019
Q2 | $301K | Buy |
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|
2019
Q1 | $307K | Sell |
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|
2018
Q4 | $251K | Sell |
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|
2018
Q3 | $316K | Buy |
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|
2018
Q2 | $360K | Sell |
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|
2018
Q1 | $426K | Buy |
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|
2017
Q4 | $382K | Sell |
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|
2017
Q3 | $378K | Buy |
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|
2017
Q2 | $375K | Sell |
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|
2017
Q1 | $442K | Sell |
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|
2016
Q4 | $426K | Sell |
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|
2016
Q3 | $419K | Buy |
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|
2016
Q2 | $398K | Sell |
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|
2016
Q1 | $414K | Sell |
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|
2015
Q4 | $386K | Buy |
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