Newfound Research’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9
| Closed | -$1K | – | 115 |
|
|
2020
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 65 |
|
|
2019
Q4 | $1K | Sell |
9
-4
| -31% | -$444 | ﹤0.01% | 113 |
|
|
2019
Q3 | $2K | Buy |
13
+3
| +30% | +$462 | ﹤0.01% | 101 |
|
|
2019
Q2 | $1K | Buy |
10
+2
| +25% | +$200 | ﹤0.01% | 124 |
|
|
2019
Q1 | $1K | Buy |
8
+1
| +14% | +$125 | ﹤0.01% | 122 |
|
|
2018
Q4 | $1K | Buy |
7
+1
| +17% | +$143 | ﹤0.01% | 106 |
|
|
2018
Q3 | $1K | Buy |
6
+1
| +20% | +$167 | ﹤0.01% | 147 |
|
|
2018
Q2 | $1K | Buy |
5
+1
| +25% | +$200 | ﹤0.01% | 136 |
|
|
2018
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 133 |
|