Northstar Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.42M | Sell |
20,793
-2,598
| -11% | -$302K | 1.13% | 31 |
|
|
2020
Q2 | $2.7M | Buy |
23,391
+320
| +1% | +$36.9K | 1.13% | 24 |
|
|
2020
Q1 | $2.45M | Buy |
23,071
+740
| +3% | +$78.5K | 1.24% | 21 |
|
|
2019
Q4 | $2.86M | Sell |
22,331
-505
| -2% | -$64.7K | 1.17% | 21 |
|
|
2019
Q3 | $3.18M | Buy |
22,836
+3
| +0% | +$417 | 1.39% | 19 |
|
|
2019
Q2 | $3.01M | Sell |
22,833
-23
| -0.1% | -$3.03K | 1.34% | 20 |
|
|
2019
Q1 | $3.08M | Buy |
22,856
+551
| +2% | +$74.3K | 1.41% | 20 |
|
|
2018
Q4 | $2.42M | Sell |
22,305
-1,644
| -7% | -$179K | 1.27% | 22 |
|
|
2018
Q3 | $3.46M | Buy |
23,949
+1,911
| +9% | +$276K | 1.66% | 13 |
|
|
2018
Q2 | $2.94M | Buy |
22,038
+1,300
| +6% | +$174K | 1.47% | 16 |
|
|
2018
Q1 | $3.04M | Buy |
20,738
+12,178
| +142% | +$1.79M | 1.55% | 14 |
|
|
2017
Q4 | $1.34M | Buy |
8,560
+220
| +3% | +$34.4K | 1.19% | 23 |
|
|
2017
Q3 | $1.18M | Sell |
8,340
-1,931
| -19% | -$272K | 1.15% | 25 |
|
|
2017
Q2 | $1.51M | Sell |
10,271
-315
| -3% | -$46.2K | 1.38% | 18 |
|
|
2017
Q1 | $1.75M | Buy |
+10,586
| New | +$1.75M | 1.63% | 15 |
|