One Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-644
| Closed | -$90.7K | – | 380 |
|
|
2022
Q4 | $90.7K | Buy |
+644
| New | +$90.7K | 0.02% | 305 |
|
|
2019
Q2 | – | Sell |
-645
| Closed | -$87K | – | 286 |
|
|
2019
Q1 | $87K | Buy |
+645
| New | +$87K | 0.07% | 189 |
|
|
2018
Q4 | – | Sell |
-1,994
| Closed | -$288K | – | 272 |
|
|
2018
Q3 | $288K | Sell |
1,994
-818
| -29% | -$118K | 0.22% | 88 |
|
|
2018
Q2 | $376K | Buy |
2,812
+89
| +3% | +$11.9K | 0.3% | 56 |
|
|
2018
Q1 | $399K | Buy |
2,723
+69
| +3% | +$10.1K | 0.35% | 38 |
|
|
2017
Q4 | $389K | Buy |
+2,654
| New | +$389K | 0.32% | 44 |
|