MWA
Moser Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-20
| Closed | -$3.46K | – | 143 |
|
|
2024
Q2 | $3.46K | Hold |
20
| – | – | ﹤0.01% | 136 |
|
|
2024
Q1 | $3.82K | Buy |
+20
| New | +$3.82K | ﹤0.01% | 134 |
|
|
2022
Q4 | – | Sell |
-575
| Closed | -$68K | – | 135 |
|
|
2022
Q3 | $68K | Hold |
575
| – | – | 0.05% | 80 |
|
|
2022
Q2 | $81K | Hold |
575
| – | – | 0.06% | 81 |
|
|
2022
Q1 | $75K | Hold |
575
| – | – | 0.05% | 85 |
|
|
2021
Q4 | $77K | Sell |
575
-100
| -15% | -$13.4K | 0.05% | 83 |
|
|
2021
Q3 | $94K | Hold |
675
| – | – | 0.06% | 81 |
|
|
2021
Q2 | $99K | Hold |
675
| – | – | 0.06% | 81 |
|
|
2021
Q1 | $90K | Hold |
675
| – | – | 0.06% | 80 |
|
|
2020
Q4 | $85K | Hold |
675
| – | – | 0.06% | 77 |
|
|
2020
Q3 | $82K | Buy |
675
+100
| +17% | +$12.1K | 0.07% | 73 |
|
|
2020
Q2 | $69K | Hold |
575
| – | – | 0.07% | 70 |
|
|
2020
Q1 | $64K | Hold |
575
| – | – | 0.07% | 70 |
|
|
2019
Q4 | $77K | Buy |
+575
| New | +$77K | 0.07% | 75 |
|