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Planning Solutions Group’s IBM IBM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$778K Hold
5,639
0.4% 49
2019
Q1
$795K Buy
5,639
+464
+9% +$65.4K 0.43% 47
2018
Q4
$588K Buy
+5,175
New +$588K 0.36% 58