RDM
Retirement Design & Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-6,623
| Closed | -$1.01M | – | 27 |
|
|
2016
Q2 | $1.01M | Sell |
6,623
-35
| -0.5% | -$5.31K | 0.63% | 34 |
|
|
2016
Q1 | $1.01M | Sell |
6,658
-125
| -2% | -$18.9K | 0.72% | 35 |
|
|
2015
Q4 | $933K | Buy |
6,783
+125
| +2% | +$17.2K | 0.52% | 42 |
|
|
2015
Q3 | $965K | Buy |
6,658
+101
| +2% | +$14.6K | 1% | 32 |
|
|
2015
Q2 | $1.07M | Hold |
6,557
| – | – | 0.92% | 32 |
|
|
2015
Q1 | $1.05M | Hold |
6,557
| – | – | 0.92% | 33 |
|
|
2014
Q4 | $1.05M | Buy |
+6,557
| New | +$1.05M | 0.8% | 35 |
|