OPOWM
One Plus One Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,800
| Closed | -$311K | – | 93 |
|
|
2024
Q2 | $311K | Buy |
+1,800
| New | +$311K | 0.18% | 71 |
|
|
2023
Q4 | – | Sell |
-1,672
| Closed | -$235K | – | 94 |
|
|
2023
Q3 | $235K | Sell |
1,672
-100
| -6% | -$14K | 0.15% | 78 |
|
|
2023
Q2 | $237K | Sell |
1,772
-55
| -3% | -$7.36K | 0.15% | 77 |
|
|
2023
Q1 | $240K | Hold |
1,827
| – | – | 0.17% | 74 |
|
|
2022
Q4 | $257K | Hold |
1,827
| – | – | 0.18% | 76 |
|
|
2022
Q3 | $217K | Hold |
1,827
| – | – | 0.18% | 82 |
|
|
2022
Q2 | $258K | Hold |
1,827
| – | – | 0.2% | 78 |
|
|
2022
Q1 | $238K | Hold |
1,827
| – | – | 0.16% | 79 |
|
|
2021
Q4 | $244K | Hold |
1,827
| – | – | 0.17% | 88 |
|
|
2021
Q3 | $254K | Sell |
1,827
-300
| -14% | -$41.7K | 0.18% | 70 |
|
|
2021
Q2 | $312K | Buy |
2,127
+455
| +27% | +$66.7K | 0.22% | 56 |
|
|
2021
Q1 | $223K | Buy |
+1,672
| New | +$223K | 0.17% | 81 |
|