Rowland Carmichael Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $302K | Buy |
2,511
+169
| +7% | +$20.3K | 0.1% | 227 |
|
|
2020
Q3 | $272K | Buy |
2,342
+177
| +8% | +$20.6K | 0.11% | 210 |
|
|
2020
Q2 | $250K | Buy |
2,165
+110
| +5% | +$12.7K | 0.11% | 218 |
|
|
2020
Q1 | $218K | Sell |
2,055
-1,515
| -42% | -$161K | 0.11% | 223 |
|
|
2019
Q4 | $457K | Buy |
3,570
+167
| +5% | +$21.4K | 0.16% | 157 |
|
|
2019
Q3 | $473K | Sell |
3,403
-2,843
| -46% | -$395K | 0.16% | 149 |
|
|
2019
Q2 | $823K | Sell |
6,246
-206
| -3% | -$27.1K | 0.28% | 98 |
|
|
2019
Q1 | $870K | Buy |
6,452
+442
| +7% | +$59.6K | 0.32% | 83 |
|
|
2018
Q4 | $653K | Sell |
6,010
-114
| -2% | -$12.4K | 0.29% | 91 |
|
|
2018
Q3 | $885K | Buy |
6,124
+371
| +6% | +$53.6K | 0.34% | 72 |
|
|
2018
Q2 | $768K | Sell |
5,753
-224
| -4% | -$29.9K | 0.33% | 84 |
|
|
2018
Q1 | $877K | Buy |
5,977
+792
| +15% | +$116K | 0.48% | 70 |
|
|
2017
Q4 | $761K | Sell |
5,185
-28
| -0.5% | -$4.11K | 0.39% | 79 |
|
|
2017
Q3 | $723K | Sell |
5,213
-29
| -0.6% | -$4.02K | 0.4% | 74 |
|
|
2017
Q2 | $771K | Sell |
5,242
-35
| -0.7% | -$5.15K | 0.45% | 71 |
|
|
2017
Q1 | $879K | Sell |
5,277
-516
| -9% | -$86K | 0.53% | 50 |
|
|
2016
Q4 | $919K | Sell |
5,793
-22
| -0.4% | -$3.49K | 0.54% | 60 |
|
|
2016
Q3 | $883K | Buy |
5,815
+492
| +9% | +$74.7K | 0.56% | 64 |
|
|
2016
Q2 | $772K | Buy |
5,323
+1,379
| +35% | +$200K | 0.49% | 78 |
|
|
2016
Q1 | $571K | Buy |
+3,944
| New | +$571K | 0.53% | 67 |
|