River Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $248K | Buy |
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|
2021
Q3 | $221K | Buy |
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|
2021
Q2 | $201K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $256K | Sell |
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|
2020
Q3 | $397K | Buy |
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|
2020
Q2 | $390K | Sell |
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|
2020
Q1 | $421K | Buy |
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|
2019
Q4 | $365K | Sell |
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|
2019
Q3 | $487K | Sell |
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|
2019
Q2 | $636K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $100K | Sell |
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|
2018
Q3 | $194K | Sell |
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|
2018
Q2 | $199K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $275K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $234K | Sell |
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|
2017
Q1 | $288K | Sell |
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|
2016
Q4 | $363K | Sell |
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|
2016
Q3 | $372K | Sell |
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|
2016
Q2 | $389K | Sell |
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|
2016
Q1 | $402K | Sell |
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|
2015
Q4 | $461K | Sell |
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|
2015
Q3 | $1.09M | Sell |
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|
2015
Q2 | $1.32M | Sell |
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|
2015
Q1 | $1.33M | Buy |
|