PWM
ParenteBeard Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $5.49K | Sell |
881
-4,660
| -84% | -$29K | 0.07% | 75 |
|
|
2014
Q3 | $1.05M | Buy |
5,541
+50
| +0.9% | +$9.49K | 0.44% | 36 |
|
|
2014
Q2 | $995K | Hold |
5,491
| – | – | 0.44% | 34 |
|
|
2014
Q1 | $1.06M | Sell |
5,491
-481
| -8% | -$92.6K | 0.52% | 32 |
|
|
2013
Q4 | $1.12M | Buy |
5,972
+38
| +0.6% | +$7.13K | 0.44% | 55 |
|
|
2013
Q3 | $1.1M | Sell |
5,934
-27
| -0.5% | -$5K | 0.54% | 33 |
|
|
2013
Q2 | $1.14M | Buy |
+5,961
| New | +$1.14M | 0.52% | 35 |
|