Rand Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $3.47M | Sell |
24,030
-110
| -0.5% | -$15.9K | 0.39% | 78 |
|
|
2018
Q2 | $3.22M | Hold |
24,140
| – | – | 0.36% | 81 |
|
|
2018
Q1 | $3.54M | Sell |
24,140
-923
| -4% | -$135K | 0.4% | 74 |
|
|
2017
Q4 | $3.68M | Sell |
25,063
-2,486
| -9% | -$365K | 0.4% | 73 |
|
|
2017
Q3 | $3.82M | Sell |
27,549
-549
| -2% | -$76.1K | 0.44% | 65 |
|
|
2017
Q2 | $4.13M | Sell |
28,098
-306
| -1% | -$45K | 0.56% | 54 |
|
|
2017
Q1 | $4.73M | Sell |
28,404
-1,511
| -5% | -$252K | 0.57% | 51 |
|
|
2016
Q4 | $4.75M | Sell |
29,915
-1,056
| -3% | -$168K | 0.6% | 53 |
|
|
2016
Q3 | $4.7M | Sell |
30,971
-117
| -0.4% | -$17.8K | 0.61% | 54 |
|
|
2016
Q2 | $4.51M | Sell |
31,088
-1,439
| -4% | -$209K | 0.61% | 54 |
|
|
2016
Q1 | $4.71M | Buy |
32,527
+3,553
| +12% | +$514K | 0.66% | 49 |
|
|
2015
Q4 | $3.81M | Sell |
28,974
-17,010
| -37% | -$2.24M | 0.54% | 63 |
|
|
2015
Q3 | $4.29M | Buy |
45,984
+13,911
| +43% | +$1.3M | 0.63% | 51 |
|
|
2015
Q2 | $4.99M | Sell |
32,073
-428
| -1% | -$66.6K | 0.67% | 40 |
|
|
2015
Q1 | $4.99M | Sell |
32,501
-7,922
| -20% | -$1.22M | 0.67% | 42 |
|
|
2014
Q4 | $6.04M | Sell |
40,423
-482
| -1% | -$72.1K | 0.83% | 31 |
|
|
2014
Q3 | $7.42M | Sell |
40,905
-383
| -0.9% | -$69.5K | 1.08% | 26 |
|
|
2014
Q2 | $7.16M | Sell |
41,288
-902
| -2% | -$156K | 1.02% | 27 |
|
|
2014
Q1 | $7.76M | Sell |
42,190
-670
| -2% | -$123K | 1.34% | 22 |
|
|
2013
Q4 | $7.69M | Sell |
42,860
-1,892
| -4% | -$339K | 1.36% | 21 |
|
|
2013
Q3 | $7.92M | Buy |
44,752
+5,255
| +13% | +$930K | 1.57% | 16 |
|
|
2013
Q2 | $7.22M | Buy |
+39,497
| New | +$7.22M | 1.58% | 16 |
|