PWS
Paragon Wealth Strategies’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-38
| Closed | -$5.32K | – | 134 |
|
|
2022
Q4 | $5.32K | Buy |
38
+22
| +138% | +$3.08K | 0.01% | 157 |
|
|
2022
Q3 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 150 |
|
|
2020
Q1 | – | Sell |
-4,088
| Closed | -$548K | – | 22 |
|
|
2019
Q4 | $548K | Buy |
4,088
+483
| +13% | +$64.7K | 0.27% | 34 |
|
|
2019
Q3 | $524K | Buy |
3,605
+1,178
| +49% | +$171K | 0.28% | 30 |
|
|
2019
Q2 | $335K | Buy |
+2,427
| New | +$335K | 0.18% | 38 |
|