PA
Parkside Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,970
| Closed | -$234K | – | 83 |
|
|
2022
Q3 | $234K | Hold |
1,970
| – | – | 0.09% | 53 |
|
|
2022
Q2 | $278K | Sell |
1,970
-558
| -22% | -$78.7K | 0.1% | 49 |
|
|
2022
Q1 | $329K | Hold |
2,528
| – | – | 0.1% | 47 |
|
|
2021
Q4 | $338K | Sell |
2,528
-861
| -25% | -$115K | 0.1% | 51 |
|
|
2021
Q3 | $471K | Buy |
+3,389
| New | +$471K | 0.15% | 39 |
|
|
2016
Q2 | – | Sell |
-1,910
| Closed | -$289K | – | 32 |
|
|
2016
Q1 | $289K | Buy |
+1,910
| New | +$289K | 0.2% | 28 |
|