REDW Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,009
| Closed | -$223K | – | 130 |
|
|
2024
Q3 | $223K | Buy |
+1,009
| New | +$223K | 0.06% | 155 |
|
|
2018
Q2 | – | Sell |
-1,478
| Closed | -$217K | – | 85 |
|
|
2018
Q1 | $217K | Hold |
1,478
| – | – | 0.16% | 72 |
|
|
2017
Q4 | $217K | Hold |
1,478
| – | – | 0.17% | 77 |
|
|
2017
Q3 | $205K | Sell |
1,478
-1,360
| -48% | -$189K | 0.17% | 77 |
|
|
2017
Q2 | $417K | Hold |
2,838
| – | – | 0.41% | 34 |
|
|
2017
Q1 | $472K | Hold |
2,838
| – | – | 0.48% | 27 |
|
|
2016
Q4 | $450K | Buy |
+2,838
| New | +$450K | 0.51% | 29 |
|