Sageworth Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-162
| Closed | -$21.2K | – | 244 |
|
|
2023
Q1 | $21.2K | Buy |
162
+142
| +710% | +$18.6K | ﹤0.01% | 201 |
|
|
2022
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 309 |
|
|
2019
Q1 | – | Sell |
-418
| Closed | -$45K | – | 280 |
|
|
2018
Q4 | $45K | Hold |
418
| – | – | 0.01% | 79 |
|
|
2018
Q3 | $60K | Hold |
418
| – | – | 0.01% | 82 |
|
|
2018
Q2 | $56K | Hold |
418
| – | – | 0.01% | 42 |
|
|
2018
Q1 | $61K | Hold |
418
| – | – | 0.01% | 35 |
|
|
2017
Q4 | $61K | Hold |
418
| – | – | 0.01% | 35 |
|
|
2017
Q3 | $58K | Hold |
418
| – | – | 0.01% | 36 |
|
|
2017
Q2 | $62K | Buy |
+418
| New | +$62K | 0.01% | 55 |
|