Phocas Financial Corp’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,608
| Closed | -$247K | – | 254 |
|
|
2014
Q4 | $247K | Hold |
1,608
| – | – | 0.02% | 235 |
|
|
2014
Q3 | $292K | Hold |
1,608
| – | – | 0.03% | 228 |
|
|
2014
Q2 | $279K | Hold |
1,608
| – | – | 0.02% | 219 |
|
|
2014
Q1 | $296K | Buy |
1,608
+49
| +3% | +$9.02K | 0.03% | 213 |
|
|
2013
Q4 | $279K | Sell |
1,559
-29,385
| -95% | -$5.26M | 0.03% | 216 |
|
|
2013
Q3 | $5.48M | Buy |
30,944
+27,555
| +813% | +$4.88M | 0.53% | 79 |
|
|
2013
Q2 | $619K | Buy |
+3,389
| New | +$619K | 0.06% | 188 |
|