PSI
Pinnacle Summer Investments’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $520K | Sell |
3,798
-16,975
| -82% | -$2.32M | 0.08% | 125 |
|
|
2015
Q3 | $3.01M | Buy |
20,773
+17,496
| +534% | +$2.54M | 0.52% | 37 |
|
|
2015
Q2 | $533K | Sell |
3,277
-23,725
| -88% | -$3.86M | 0.11% | 110 |
|
|
2015
Q1 | $4.34M | Buy |
27,002
+2,392
| +10% | +$384K | 0.6% | 31 |
|
|
2014
Q4 | $3.91M | Sell |
24,610
-1,033
| -4% | -$164K | 0.48% | 34 |
|
|
2014
Q3 | $4.87M | Sell |
25,643
-276
| -1% | -$52.4K | 0.54% | 19 |
|
|
2014
Q2 | $4.78M | Buy |
25,919
+1,612
| +7% | +$297K | 0.55% | 18 |
|
|
2014
Q1 | $4.78M | Buy |
24,307
+1,193
| +5% | +$234K | 0.6% | 21 |
|
|
2013
Q4 | $4.34M | Buy |
23,114
+1,961
| +9% | +$368K | 0.59% | 27 |
|
|
2013
Q3 | $3.92M | Buy |
21,153
+1,828
| +9% | +$338K | 0.69% | 23 |
|
|
2013
Q2 | $3.69M | Buy |
+19,325
| New | +$3.69M | 0.91% | 14 |
|