PAS
Partnervest Advisory Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $694K | Sell |
5,703
-337
| -6% | -$41K | 0.22% | 86 |
|
|
2020
Q2 | $729K | Buy |
6,040
+48
| +0.8% | +$5.79K | 0.27% | 73 |
|
|
2020
Q1 | $665K | Buy |
5,992
+2,681
| +81% | +$298K | 0.3% | 64 |
|
|
2019
Q4 | $444K | Sell |
3,311
-4,294
| -56% | -$576K | 0.16% | 100 |
|
|
2019
Q3 | $1.11M | Buy |
7,605
+4,326
| +132% | +$629K | 0.4% | 54 |
|
|
2019
Q2 | $452K | Sell |
3,279
-65
| -2% | -$8.96K | 0.18% | 102 |
|
|
2019
Q1 | $472K | Buy |
3,344
+29
| +0.9% | +$4.09K | 0.2% | 97 |
|
|
2018
Q4 | $377K | Sell |
3,315
-19,120
| -85% | -$2.17M | 0.18% | 116 |
|
|
2018
Q3 | $3.39M | Buy |
22,435
+18,583
| +482% | +$2.81M | 1.35% | 11 |
|
|
2018
Q2 | $538K | Sell |
3,852
-17,525
| -82% | -$2.45M | 0.25% | 81 |
|
|
2018
Q1 | $3.28M | Sell |
21,377
-183
| -0.8% | -$28.1K | 1.57% | 8 |
|
|
2017
Q4 | $3.31M | Sell |
21,560
-2,489
| -10% | -$382K | 1.61% | 9 |
|
|
2017
Q3 | $3.49M | Sell |
24,049
-2,845
| -11% | -$413K | 1.7% | 8 |
|
|
2017
Q2 | $4.14M | Sell |
26,894
-2,611
| -9% | -$402K | 1.87% | 6 |
|
|
2017
Q1 | $5.14M | Sell |
29,505
-15,498
| -34% | -$2.7M | 2.32% | 6 |
|
|
2016
Q4 | $7.47M | Sell |
45,003
-126
| -0.3% | -$20.9K | 3.46% | 4 |
|
|
2016
Q3 | $7.17M | Sell |
45,129
-185
| -0.4% | -$29.4K | 3.39% | 4 |
|
|
2016
Q2 | $6.88M | Sell |
45,314
-4,327
| -9% | -$657K | 3.4% | 4 |
|
|
2016
Q1 | $7.52M | Buy |
49,641
+2,320
| +5% | +$351K | 3.93% | 3 |
|
|
2015
Q4 | $6.51M | Buy |
47,321
+323
| +0.7% | +$44.4K | 3.62% | 3 |
|
|
2015
Q3 | $6.81M | Sell |
46,998
-113
| -0.2% | -$16.4K | 3.88% | 4 |
|
|
2015
Q2 | $7.66M | Buy |
47,111
+1,364
| +3% | +$222K | 3.81% | 4 |
|
|
2015
Q1 | $7.34M | Buy |
45,747
+64
| +0.1% | +$10.3K | 3.8% | 4 |
|
|
2014
Q4 | $7.33M | Buy |
45,683
+101
| +0.2% | +$16.2K | 3.55% | 4 |
|
|
2014
Q3 | $8.65M | Buy |
45,582
+22,870
| +101% | +$4.34M | 4.5% | 3 |
|
|
2014
Q2 | $4.12M | Buy |
22,712
+19,935
| +718% | +$3.61M | 1.85% | 8 |
|
|
2014
Q1 | $534K | Sell |
2,777
-49
| -2% | -$9.42K | 0.24% | 59 |
|
|
2013
Q4 | $530K | Sell |
2,826
-329
| -10% | -$61.7K | 0.25% | 65 |
|
|
2013
Q3 | $584K | Sell |
3,155
-42
| -1% | -$7.77K | 0.3% | 45 |
|
|
2013
Q2 | $611K | Buy |
+3,197
| New | +$611K | 0.28% | 42 |
|