PCM
Pointe Capital Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-61
| Closed | -$8K | – | 263 |
|
|
2023
Q1 | $8K | Buy |
+61
| New | +$8K | 0.01% | 323 |
|
|
2017
Q1 | – | Sell |
-2,111
| Closed | -$350K | – | 175 |
|
|
2016
Q4 | $350K | Buy |
+2,111
| New | +$350K | 0.2% | 98 |
|
|
2015
Q3 | – | Sell |
-2,425
| Closed | -$394K | – | 165 |
|
|
2015
Q2 | $394K | Buy |
2,425
+387
| +19% | +$62.9K | 0.18% | 117 |
|
|
2015
Q1 | $327K | Buy |
+2,038
| New | +$327K | 0.15% | 120 |
|