MWP
MYCIO Wealth Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,664
| Closed | -$759K | – | 191 |
|
|
2019
Q4 | $759K | Sell |
5,664
-117
| -2% | -$15.7K | 0.05% | 149 |
|
|
2019
Q3 | $841K | Sell |
5,781
-295
| -5% | -$42.9K | 0.06% | 129 |
|
|
2019
Q2 | $838K | Sell |
6,076
-94
| -2% | -$13K | 0.07% | 122 |
|
|
2019
Q1 | $871K | Buy |
6,170
+8
| +0.1% | +$1.13K | 0.07% | 115 |
|
|
2018
Q4 | $700K | Sell |
6,162
-115
| -2% | -$13.1K | 0.07% | 129 |
|
|
2018
Q3 | $949K | Buy |
6,277
+63
| +1% | +$9.53K | 0.09% | 97 |
|
|
2018
Q2 | $868K | Buy |
6,214
+102
| +2% | +$14.2K | 0.09% | 109 |
|
|
2018
Q1 | $938K | Sell |
6,112
-150
| -2% | -$23K | 0.11% | 82 |
|
|
2017
Q4 | $961K | Buy |
6,262
+26
| +0.4% | +$3.99K | 0.1% | 80 |
|
|
2017
Q3 | $904K | Buy |
6,236
+1,225
| +24% | +$178K | 0.1% | 90 |
|
|
2017
Q2 | $771K | Sell |
5,011
-848
| -14% | -$130K | 0.09% | 98 |
|
|
2017
Q1 | $1.02M | Buy |
5,859
+333
| +6% | +$58K | 0.13% | 79 |
|
|
2016
Q4 | $917K | Buy |
5,526
+719
| +15% | +$119K | 0.12% | 82 |
|
|
2016
Q3 | $764K | Sell |
4,807
-30
| -0.6% | -$4.77K | 0.13% | 74 |
|
|
2016
Q2 | $734K | Sell |
4,837
-400
| -8% | -$60.7K | 0.13% | 77 |
|
|
2016
Q1 | $793K | Buy |
5,237
+1,108
| +27% | +$168K | 0.14% | 65 |
|
|
2015
Q4 | $568K | Hold |
4,129
| – | – | 0.1% | 81 |
|
|
2015
Q3 | $599K | Hold |
4,129
| – | – | 0.12% | 69 |
|
|
2015
Q2 | $672K | Hold |
4,129
| – | – | 0.13% | 66 |
|
|
2015
Q1 | $663K | Sell |
4,129
-95
| -2% | -$15.3K | 0.13% | 65 |
|
|
2014
Q4 | $678K | Buy |
4,224
+425
| +11% | +$68.2K | 0.14% | 64 |
|
|
2014
Q3 | $721K | Buy |
3,799
+337
| +10% | +$64K | 0.17% | 58 |
|
|
2014
Q2 | $628K | Buy |
3,462
+2
| +0.1% | +$363 | 0.14% | 66 |
|
|
2014
Q1 | $666K | Sell |
3,460
-1,074
| -24% | -$207K | 0.16% | 63 |
|
|
2013
Q4 | $850K | Sell |
4,534
-172
| -4% | -$32.2K | 0.21% | 51 |
|
|
2013
Q3 | $871K | Sell |
4,706
-496
| -10% | -$91.8K | 0.24% | 47 |
|
|
2013
Q2 | $994K | Buy |
+5,202
| New | +$994K | 0.28% | 38 |
|