PRW Wealth Management’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-2,069	Closed	-$290K	–	177
2021 Q2	$290K	Buy	+2,069	New	+$290K	0.09%	216
2019 Q2	–	Sell	-175	Closed	-$23K	–	345
2019 Q1	$23K	Hold	175	–	–	0.02%	224
2018 Q4	$18K	Buy	+175	New	+$18K	0.02%	239