PFA
Paradigm Financial Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,461
| Closed | -$252K | – | 109 |
|
|
2017
Q1 | $252K | Sell |
1,461
-113
| -7% | -$19.5K | 0.13% | 91 |
|
|
2016
Q4 | $261K | Hold |
1,574
| – | – | 0.14% | 84 |
|
|
2016
Q3 | $250K | Sell |
1,574
-108
| -6% | -$17.2K | 0.15% | 80 |
|
|
2016
Q2 | $255K | Sell |
1,682
-430
| -20% | -$65.2K | 0.15% | 76 |
|
|
2016
Q1 | $319K | Sell |
2,112
-179
| -8% | -$27K | 0.12% | 71 |
|
|
2015
Q4 | $315K | Buy |
2,291
+50
| +2% | +$6.88K | 0.2% | 73 |
|
|
2015
Q3 | $324K | Buy |
2,241
+250
| +13% | +$36.1K | 0.21% | 75 |
|
|
2015
Q2 | $323K | Sell |
1,991
-742
| -27% | -$120K | 0.24% | 74 |
|
|
2015
Q1 | $438K | Hold |
2,733
| – | – | 0.34% | 57 |
|
|
2014
Q4 | $439K | Sell |
2,733
-92
| -3% | -$14.8K | 0.36% | 53 |
|
|
2014
Q3 | $536K | Sell |
2,825
-121
| -4% | -$23K | 0.46% | 51 |
|
|
2014
Q2 | $534K | Buy |
2,946
+1,483
| +101% | +$269K | 0.46% | 51 |
|
|
2014
Q1 | $282K | Sell |
1,463
-256
| -15% | -$49.3K | 0.26% | 66 |
|
|
2013
Q4 | $322K | Buy |
+1,719
| New | +$322K | 0.32% | 61 |
|