SPC
Salient Private Client’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $5.91M | Sell |
39,070
-469
| -1% | -$70.9K | 1.15% | 25 |
|
|
2018
Q2 | $5.52M | Sell |
39,539
-2,101
| -5% | -$294K | 0.93% | 33 |
|
|
2018
Q1 | $6.39M | Buy |
41,640
+652
| +2% | +$100K | 1.12% | 30 |
|
|
2017
Q4 | $6.29M | Buy |
+40,988
| New | +$6.29M | 1.29% | 28 |
|