Newman & Schimel’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,553
| Closed | -$341K | – | 49 |
|
|
2021
Q4 | $341K | Sell |
2,553
-85
| -3% | -$11.4K | 0.19% | 36 |
|
|
2021
Q3 | $350K | Buy |
2,638
+28
| +1% | +$3.72K | 0.22% | 37 |
|
|
2021
Q2 | $366K | Buy |
2,610
+26
| +1% | +$3.65K | 0.23% | 35 |
|
|
2021
Q1 | $329K | Buy |
+2,584
| New | +$329K | 0.22% | 39 |
|