MCIA
Mountain Capital Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,376
| Closed | -$1.03M | – | 57 |
|
|
2023
Q4 | $1.03M | Sell |
6,376
-144
| -2% | -$23.2K | 0.35% | 17 |
|
|
2023
Q3 | $972K | Sell |
6,520
-6,395
| -50% | -$953K | 0.36% | 18 |
|
|
2023
Q2 | $1.8M | Sell |
12,915
-3,880
| -23% | -$541K | 0.68% | 20 |
|
|
2023
Q1 | $2.15M | Buy |
16,795
+30
| +0.2% | +$3.84K | 0.95% | 30 |
|
|
2022
Q4 | $2.43M | Buy |
16,765
+2,643
| +19% | +$383K | 1.1% | 22 |
|
|
2022
Q3 | $1.73M | Buy |
14,122
+330
| +2% | +$40.4K | 0.91% | 28 |
|
|
2022
Q2 | $1.94M | Buy |
13,792
+447
| +3% | +$62.9K | 0.97% | 22 |
|
|
2022
Q1 | $1.69M | Buy |
13,345
+294
| +2% | +$37.1K | 0.8% | 41 |
|
|
2021
Q4 | $1.73M | Buy |
13,051
+5,402
| +71% | +$718K | 0.79% | 36 |
|
|
2021
Q3 | $1.1M | Buy |
7,649
+255
| +3% | +$36.5K | 0.58% | 67 |
|
|
2021
Q2 | $1.04M | Sell |
7,394
-840
| -10% | -$118K | 0.48% | 66 |
|
|
2021
Q1 | $1.08M | Buy |
8,234
+1,041
| +14% | +$137K | 0.54% | 67 |
|
|
2020
Q4 | $925K | Sell |
7,193
-3,638
| -34% | -$468K | 0.56% | 58 |
|
|
2020
Q3 | $1.38M | Buy |
+10,831
| New | +$1.38M | 0.89% | 37 |
|
|
2019
Q4 | – | Sell |
-1,455
| Closed | -$212K | – | 46 |
|
|
2019
Q3 | $212K | Sell |
1,455
-36
| -2% | -$5.25K | 0.19% | 45 |
|
|
2019
Q2 | $202K | Buy |
+1,491
| New | +$202K | 0.19% | 46 |
|
|
2018
Q4 | – | Sell |
-1,581
| Closed | -$239K | – | 38 |
|
|
2018
Q3 | $239K | Buy |
1,581
+60
| +4% | +$9.07K | 0.23% | 41 |
|
|
2018
Q2 | $212K | Buy |
1,521
+77
| +5% | +$10.7K | 0.21% | 42 |
|
|
2018
Q1 | $222K | Buy |
+1,444
| New | +$222K | 0.24% | 29 |
|
|
2017
Q4 | – | Sell |
-1,264
| Closed | -$183K | – | 203 |
|
|
2017
Q3 | $183K | Buy |
1,264
+2
| +0.2% | +$290 | 0.16% | 34 |
|
|
2017
Q2 | $194K | Buy |
+1,262
| New | +$194K | 0.19% | 37 |
|