RWG

Regal Wealth Group’s IBM IBM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-76	Closed	-$10K	–	144
2021 Q1	$10K	Hold	76	–	–	0.01%	179
2020 Q4	$10K	Hold	76	–	–	0.01%	160
2020 Q3	$9K	Hold	76	–	–	0.01%	150
2020 Q2	$9K	Hold	76	–	–	0.01%	147
2020 Q1	$8K	Hold	76	–	–	0.01%	133
2019 Q4	$10K	Hold	76	–	–	0.01%	153
2019 Q3	$11K	Hold	76	–	–	0.01%	121
2019 Q2	$10K	Hold	76	–	–	0.01%	119
2019 Q1	$11K	Sell	76 -100	-57%	-$14.5K	0.01%	115
2018 Q4	$20K	Hold	176	–	–	0.02%	97
2018 Q3	$27K	Hold	176	–	–	0.02%	93
2018 Q2	$25K	Hold	176	–	–	0.03%	100
2018 Q1	$27K	Hold	176	–	–	0.02%	93
2017 Q4	$27K	Hold	176	–	–	0.02%	92
2017 Q3	$26K	Hold	176	–	–	0.02%	86
2017 Q2	$27K	Hold	176	–	–	0.02%	85
2017 Q1	$31K	Hold	176	–	–	0.02%	83
2016 Q4	$29K	Hold	176	–	–	0.02%	79
2016 Q3	$28K	Sell	176 -700	-80%	-$111K	0.03%	83
2016 Q2	$133K	Hold	876	–	–	0.13%	38
2016 Q1	$133K	Hold	876	–	–	0.13%	40
2015 Q4	$121K	Buy	+876	New	+$121K	0.12%	40