Parasol Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $281K | Sell |
1,689
-2,849
| -63% | -$474K | 0.46% | 20 |
|
|
2016
Q4 | $720K | Buy |
4,538
+142
| +3% | +$22.5K | 0.76% | 26 |
|
|
2016
Q3 | $668K | Buy |
4,396
+125
| +3% | +$19K | 0.69% | 26 |
|
|
2016
Q2 | $620K | Sell |
4,271
-352
| -8% | -$51.1K | 0.65% | 29 |
|
|
2016
Q1 | $669K | Buy |
4,623
+275
| +6% | +$39.8K | 0.65% | 23 |
|
|
2015
Q4 | $572K | Sell |
4,348
-110
| -2% | -$14.5K | 0.55% | 23 |
|
|
2015
Q3 | $618K | Sell |
4,458
-2,655
| -37% | -$368K | 0.56% | 21 |
|
|
2015
Q2 | $1.11M | Buy |
7,113
+410
| +6% | +$63.8K | 0.74% | 23 |
|
|
2015
Q1 | $1.03M | Buy |
6,703
+952
| +17% | +$146K | 0.65% | 24 |
|
|
2014
Q4 | $882K | Buy |
5,751
+2,005
| +54% | +$307K | 0.61% | 26 |
|
|
2014
Q3 | $680K | Buy |
3,746
+3,419
| +1,046% | +$621K | 0.47% | 31 |
|
|
2014
Q2 | $57K | Hold |
327
| – | – | 0.04% | 100 |
|
|
2014
Q1 | $60K | Hold |
327
| – | – | 0.04% | 74 |
|
|
2013
Q4 | $59K | Buy |
+327
| New | +$59K | 0.04% | 72 |
|