RIM
Rampart Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,787
| Closed | -$339K | – | 175 |
|
|
2020
Q3 | $339K | Sell |
2,787
-8,411
| -75% | -$1.02M | 0.21% | 112 |
|
|
2020
Q2 | $1.35M | Buy |
11,198
+3,996
| +55% | +$482K | 0.23% | 123 |
|
|
2020
Q1 | $799K | Sell |
7,202
-6,704
| -48% | -$744K | 0.38% | 63 |
|
|
2019
Q4 | $1.86M | Sell |
13,906
-912
| -6% | -$122K | 0.23% | 129 |
|
|
2019
Q3 | $2.16M | Sell |
14,818
-764
| -5% | -$111K | 0.27% | 119 |
|
|
2019
Q2 | $2.15M | Sell |
15,582
-1,281
| -8% | -$177K | 0.25% | 120 |
|
|
2019
Q1 | $2.38M | Buy |
16,863
+8,174
| +94% | +$1.15M | 0.27% | 108 |
|
|
2018
Q4 | $988K | Sell |
8,689
-6,695
| -44% | -$761K | 0.27% | 94 |
|
|
2018
Q3 | $1.42M | Sell |
15,384
-711
| -4% | -$65.8K | 0.62% | 37 |
|
|
2018
Q2 | $2.25M | Sell |
16,095
-1,067
| -6% | -$149K | 0.22% | 131 |
|
|
2018
Q1 | $2.63M | Buy |
17,162
+5,481
| +47% | +$841K | 0.25% | 121 |
|
|
2017
Q4 | $1.79M | Buy |
11,681
+75
| +0.6% | +$11.5K | 0.69% | 34 |
|
|
2017
Q3 | $1.68M | Buy |
11,606
+621
| +6% | +$90.1K | 0.57% | 39 |
|
|
2017
Q2 | $1.69M | Buy |
10,985
+8,599
| +360% | +$1.32M | 0.61% | 34 |
|
|
2017
Q1 | $415K | Buy |
+2,386
| New | +$415K | 0.15% | 40 |
|