Royal Harbor Partners’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-17,207	Closed	-$2.42M	–	85
2022 Q4	$2.42M	Sell	17,207 -1,271	-7%	-$179K	1.5%	21
2022 Q3	$2.2M	Sell	18,478 -733	-4%	-$87.1K	1.5%	22
2022 Q2	$2.71M	Buy	+19,211	New	+$2.71M	1.85%	15