OAM
Optimal Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $824K | Hold |
5,930
| – | – | 0.1% | 260 |
|
|
2021
Q2 | $869K | Hold |
5,930
| – | – | 0.1% | 264 |
|
|
2021
Q1 | $790K | Sell |
5,930
-8,900
| -60% | -$1.19M | 0.1% | 260 |
|
|
2020
Q4 | $1.87M | Hold |
14,830
| – | – | 0.26% | 130 |
|
|
2020
Q3 | $1.8M | Sell |
14,830
-5,645
| -28% | -$687K | 0.26% | 131 |
|
|
2020
Q2 | $2.47M | Sell |
20,475
-27,215
| -57% | -$3.29M | 0.4% | 79 |
|
|
2020
Q1 | $5.29K | Buy |
47,690
+26,607
| +126% | +$2.95K | 0.5% | 51 |
|
|
2019
Q4 | $2.83M | Buy |
+21,083
| New | +$2.83M | 0.43% | 65 |
|