OptiFour Integrated Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $397K | Buy |
3,101
+1
| +0% | +$128 | 0.27% | 46 |
|
|
2019
Q3 | $431K | Sell |
3,100
-364
| -11% | -$50.6K | 0.31% | 43 |
|
|
2019
Q2 | $457K | Buy |
3,464
+2
| +0.1% | +$264 | 0.32% | 44 |
|
|
2019
Q1 | $467K | Buy |
3,462
+1
| +0% | +$135 | 0.38% | 28 |
|
|
2018
Q4 | $376K | Sell |
3,461
-407
| -11% | -$44.2K | 0.34% | 30 |
|
|
2018
Q3 | $559K | Buy |
3,868
+2
| +0.1% | +$289 | 0.46% | 26 |
|
|
2018
Q2 | $516K | Buy |
3,866
+1
| +0% | +$133 | 0.45% | 26 |
|
|
2018
Q1 | $567K | Sell |
3,865
-104
| -3% | -$15.3K | 0.47% | 26 |
|
|
2017
Q4 | $582K | Buy |
+3,969
| New | +$582K | 0.49% | 30 |
|