RWA
RGT Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,435
| Closed | -$220K | – | 57 |
|
|
2018
Q1 | $220K | Sell |
1,435
-44
| -3% | -$6.75K | 0.11% | 95 |
|
|
2017
Q4 | $227K | Buy |
1,479
+55
| +4% | +$8.44K | 0.12% | 86 |
|
|
2017
Q3 | $207K | Buy |
+1,424
| New | +$207K | 0.14% | 88 |
|
|
2016
Q4 | – | Sell |
-1,646
| Closed | -$261K | – | 130 |
|
|
2016
Q3 | $261K | Buy |
+1,646
| New | +$261K | 0.16% | 84 |
|