Relaxing Retirement Coach’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $249K | Hold |
1,861
| – | – | 0.07% | 66 |
|
|
2023
Q1 | $244K | Hold |
1,861
| – | – | 0.08% | 60 |
|
|
2022
Q4 | $262K | Hold |
1,861
| – | – | 0.1% | 58 |
|
|
2022
Q3 | $222K | Hold |
1,861
| – | – | 0.1% | 49 |
|
|
2022
Q2 | $263K | Hold |
1,861
| – | – | 0.13% | 47 |
|
|
2022
Q1 | $242K | Hold |
1,861
| – | – | 0.12% | 49 |
|
|
2021
Q4 | $249K | Buy |
+1,861
| New | +$249K | 0.14% | 48 |
|
|
2020
Q4 | – | Sell |
-1,947
| Closed | -$227K | – | 49 |
|
|
2020
Q3 | $227K | Buy |
+1,947
| New | +$227K | 0.1% | 55 |
|
|
2020
Q2 | – | Sell |
-1,947
| Closed | -$207K | – | 45 |
|
|
2020
Q1 | $207K | Hold |
1,947
| – | – | 0.13% | 47 |
|
|
2019
Q4 | $250K | Hold |
1,947
| – | – | 0.07% | 49 |
|
|
2019
Q3 | $271K | Hold |
1,947
| – | – | 0.08% | 48 |
|
|
2019
Q2 | $257K | Hold |
1,947
| – | – | 0.08% | 49 |
|
|
2019
Q1 | $263K | Hold |
1,947
| – | – | 0.08% | 49 |
|
|
2018
Q4 | $212K | Hold |
1,947
| – | – | 0.07% | 50 |
|
|
2018
Q3 | $282K | Buy |
+1,947
| New | +$282K | 0.08% | 49 |
|
|
2018
Q2 | – | Sell |
-1,947
| Closed | -$286K | – | 51 |
|
|
2018
Q1 | $286K | Hold |
1,947
| – | – | 0.09% | 50 |
|
|
2017
Q4 | $286K | Buy |
+1,947
| New | +$286K | 0.09% | 52 |
|