PRWA
Platte River Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $376K | Hold |
1,700
| – | – | 0.1% | 74 |
|
|
2024
Q2 | $294K | Sell |
1,700
-200
| -11% | -$34.6K | 0.08% | 81 |
|
|
2024
Q1 | $363K | Sell |
1,900
-250
| -12% | -$47.7K | 0.1% | 78 |
|
|
2023
Q4 | $352K | Sell |
2,150
-159
| -7% | -$26K | 0.12% | 79 |
|
|
2023
Q3 | $324K | Sell |
2,309
-116
| -5% | -$16.3K | 0.12% | 78 |
|
|
2023
Q2 | $324K | Sell |
2,425
-300
| -11% | -$40.1K | 0.11% | 78 |
|
|
2023
Q1 | $357K | Hold |
2,725
| – | – | 0.14% | 68 |
|
|
2022
Q4 | $384K | Sell |
2,725
-570
| -17% | -$80.3K | 0.16% | 67 |
|
|
2022
Q3 | $391K | Hold |
3,295
| – | – | 0.17% | 64 |
|
|
2022
Q2 | $465K | Sell |
3,295
-370
| -10% | -$52.2K | 0.2% | 60 |
|
|
2022
Q1 | $477K | Sell |
3,665
-1,000
| -21% | -$130K | 0.17% | 62 |
|
|
2021
Q4 | $620K | Buy |
+4,665
| New | +$620K | 0.21% | 60 |
|