Pastel & Associes’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-42,154
| Closed | -$7.02M | – | 10 |
|
2017
Q1 | $7.02M | Hold |
42,154
| – | – | 9.54% | 6 |
|
2016
Q4 | $6.69M | Sell |
42,154
-2,301
| -5% | -$365K | 9.37% | 5 |
|
2016
Q3 | $6.75M | Sell |
44,455
-1,569
| -3% | -$238K | 10.2% | 6 |
|
2016
Q2 | $6.68M | Buy |
+46,024
| New | +$6.68M | 9.33% | 5 |
|