Reitz Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,785
| Closed | -$212K | – | 50 |
|
2022
Q3 | $212K | Sell |
1,785
-2,208
| -55% | -$262K | 0.19% | 45 |
|
2022
Q2 | $564K | Buy |
3,993
+145
| +4% | +$20.5K | 0.51% | 24 |
|
2022
Q1 | $500K | Buy |
+3,848
| New | +$500K | 0.36% | 28 |
|
2020
Q3 | – | Sell |
-90
| Closed | -$10K | – | 78 |
|
2020
Q2 | $10K | Buy |
+90
| New | +$10K | 0.01% | 109 |
|