RJA
Robshaw & Julian Associates’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4.64M | Sell |
30,160
-25
| -0.1% | -$3.85K | 3.33% | 12 |
|
|
2017
Q1 | $5.26M | Sell |
30,185
-875
| -3% | -$152K | 3.79% | 10 |
|
|
2016
Q4 | $5.16M | Buy |
31,060
+375
| +1% | +$62.3K | 3.81% | 8 |
|
|
2016
Q3 | $4.87M | Sell |
30,685
-360
| -1% | -$57.2K | 3.62% | 7 |
|
|
2016
Q2 | $4.71M | Sell |
31,045
-7,200
| -19% | -$1.09M | 3.6% | 9 |
|
|
2016
Q1 | $5.79M | Sell |
38,245
-1,275
| -3% | -$193K | 4.37% | 4 |
|
|
2015
Q4 | $5.44M | Sell |
39,520
-750
| -2% | -$103K | 4.21% | 5 |
|
|
2015
Q3 | $5.84M | Buy |
40,270
+600
| +2% | +$87K | 4.93% | 2 |
|
|
2015
Q2 | $6.45M | Sell |
39,670
-375
| -0.9% | -$61K | 4.96% | 3 |
|
|
2015
Q1 | $6.37M | Buy |
40,045
+1,125
| +3% | +$179K | 4.78% | 3 |
|
|
2014
Q4 | $6.24M | Buy |
38,920
+65
| +0.2% | +$10.4K | 4.91% | 3 |
|
|
2014
Q3 | $7.38M | Buy |
38,855
+1,000
| +3% | +$190K | 5.82% | 1 |
|
|
2014
Q2 | $6.86M | Sell |
37,855
-1,690
| -4% | -$306K | 5.26% | 1 |
|
|
2014
Q1 | $7.61M | Buy |
39,545
+425
| +1% | +$81.8K | 5.87% | 1 |
|
|
2013
Q4 | $7.34M | Buy |
39,120
+2,626
| +7% | +$493K | 6.07% | 1 |
|
|
2013
Q3 | $6.76M | Buy |
36,494
+2,305
| +7% | +$427K | 5.74% | 1 |
|
|
2013
Q2 | $6.53M | Buy |
+34,189
| New | +$6.53M | 6.15% | 1 |
|