Private Wealth Advisors (Pennsylvania)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,937
| Closed | -$269K | – | 136 |
|
|
2019
Q3 | $269K | Sell |
1,937
-177
| -8% | -$24.6K | 0.14% | 118 |
|
|
2019
Q2 | $279K | Buy |
+2,114
| New | +$279K | 0.1% | 122 |
|
|
2015
Q3 | – | Sell |
-1,425
| Closed | -$222K | – | 134 |
|
|
2015
Q2 | $222K | Hold |
1,425
| – | – | 0.1% | 131 |
|
|
2015
Q1 | $219K | Sell |
1,425
-177
| -11% | -$27.2K | 0.1% | 130 |
|
|
2014
Q4 | $246K | Sell |
1,602
-495
| -24% | -$76K | 0.12% | 115 |
|
|
2014
Q3 | $381K | Sell |
2,097
-423
| -17% | -$76.9K | 0.2% | 91 |
|
|
2014
Q2 | $437K | Sell |
2,520
-16
| -0.6% | -$2.78K | 0.22% | 89 |
|
|
2014
Q1 | $467K | Buy |
2,536
+30
| +1% | +$5.52K | 0.25% | 86 |
|
|
2013
Q4 | $449K | Hold |
2,506
| – | – | 0.25% | 85 |
|
|
2013
Q3 | $444K | Sell |
2,506
-74
| -3% | -$13.1K | 0.26% | 81 |
|
|
2013
Q2 | $471K | Buy |
+2,580
| New | +$471K | 0.29% | 77 |
|