Oak Ridge Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q2 | – | Sell |
-67,259
| Closed | -$12.4M | – | 147 |
|
2014
Q1 | $12.4M | Sell |
67,259
-908
| -1% | -$167K | 0.31% | 88 |
|
2013
Q4 | $12.2M | Sell |
68,167
-3,299
| -5% | -$592K | 0.32% | 84 |
|
2013
Q3 | $12.7M | Sell |
71,466
-616
| -0.9% | -$109K | 0.35% | 79 |
|
2013
Q2 | $13.2M | Buy |
+72,082
| New | +$13.2M | 0.41% | 74 |
|