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Sage Private Wealth Group’s IBM IBM Stock Holding History

Sage Private Wealth Group’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-250
Closed -$37K – 174
2021
Q2 		$37K Hold
250
– – 0.05% 95
2021
Q1 		$33K Hold
250
– – 0.06% 102
2020
Q4 		$31K Buy
+250
New +$31K 0.09% 92