Opus Capital Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,738
| Closed | -$402K | – | 237 |
|
|
2017
Q4 | $402K | Sell |
2,738
-139
| -5% | -$20.4K | 0.09% | 160 |
|
|
2017
Q3 | $400K | Buy |
2,877
+9
| +0.3% | +$1.25K | 0.09% | 156 |
|
|
2017
Q2 | $422K | Sell |
2,868
-335
| -10% | -$49.3K | 0.08% | 135 |
|
|
2017
Q1 | $534K | Buy |
3,203
+490
| +18% | +$81.7K | 0.07% | 131 |
|
|
2016
Q4 | $432K | Buy |
2,713
+58
| +2% | +$9.24K | 0.06% | 134 |
|
|
2016
Q3 | $402K | Buy |
+2,655
| New | +$402K | 0.08% | 138 |
|
|
2014
Q4 | – | Sell |
-1,370
| Closed | -$249K | – | 233 |
|
|
2014
Q3 | $249K | Hold |
1,370
| – | – | 0.03% | 222 |
|
|
2014
Q2 | $237K | Sell |
1,370
-15
| -1% | -$2.6K | 0.02% | 214 |
|
|
2014
Q1 | $255K | Sell |
1,385
-78
| -5% | -$14.4K | 0.02% | 187 |
|
|
2013
Q4 | $262K | Buy |
+1,463
| New | +$262K | 0.01% | 180 |
|