NWM
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Navigation Wealth Management’s IBM IBM Stock Holding History

Navigation Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-324
Closed -$47K – 121
2021
Q2 		$47K Buy
324
+28
+9% +$4.06K 0.04% 18
2021
Q1 		$39K Buy
+296
New +$39K 0.04% 22