PA
Perennial Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-523
| Closed | -$77K | – | 156 |
|
|
2021
Q2 | $77K | Buy |
523
+7
| +1% | +$1.03K | 0.02% | 125 |
|
|
2021
Q1 | $69K | Buy |
516
+105
| +26% | +$14K | 0.02% | 129 |
|
|
2020
Q4 | $52K | Buy |
+411
| New | +$52K | 0.02% | 137 |
|
|
2020
Q2 | – | Sell |
-2,019
| Closed | -$224K | – | 228 |
|
|
2020
Q1 | $224K | Buy |
+2,019
| New | +$224K | 0.12% | 78 |
|
|
2018
Q4 | – | Sell |
-175
| Closed | -$26K | – | 218 |
|
|
2018
Q3 | $26K | Hold |
175
| – | – | 0.02% | 131 |
|
|
2018
Q2 | $24K | Hold |
175
| – | – | 0.01% | 135 |
|
|
2018
Q1 | $27K | Hold |
175
| – | – | 0.02% | 123 |
|
|
2017
Q4 | $27K | Hold |
175
| – | – | 0.02% | 132 |
|
|
2017
Q3 | $25K | Hold |
175
| – | – | 0.02% | 121 |
|
|
2017
Q2 | $27K | Hold |
175
| – | – | 0.02% | 120 |
|
|
2017
Q1 | $30K | Hold |
175
| – | – | 0.02% | 108 |
|
|
2016
Q4 | $29K | Buy |
+175
| New | +$29K | 0.02% | 108 |
|