PWS
Private Wealth Strategies’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $348K | Buy |
2,015
+19
| +1% | +$3.29K | 0.07% | 55 |
|
|
2024
Q1 | $381K | Buy |
1,996
+17
| +0.9% | +$3.25K | 0.08% | 45 |
|
|
2023
Q4 | $324K | Hold |
1,979
| – | – | 0.07% | 55 |
|
|
2023
Q3 | $278K | Hold |
1,979
| – | – | 0.07% | 57 |
|
|
2023
Q2 | $265K | Buy |
+1,979
| New | +$265K | 0.06% | 62 |
|