RWPA
Richard W. Paul & Associates’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8
| Closed | -$1.12K | – | 521 |
|
|
2023
Q3 | $1.12K | Hold |
8
| – | – | ﹤0.01% | 435 |
|
|
2023
Q2 | $1.07K | Hold |
8
| – | – | ﹤0.01% | 479 |
|
|
2023
Q1 | $1.05K | Sell |
8
-6
| -43% | -$787 | ﹤0.01% | 479 |
|
|
2022
Q4 | $1.97K | Buy |
+14
| New | +$1.97K | ﹤0.01% | 426 |
|