SFSIG
San Francisco Sentry Investment Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $652K | Buy |
4,449
+205
| +5% | +$30K | 0.34% | 84 |
|
|
2021
Q1 | $565K | Sell |
4,244
-20
| -0.5% | -$2.66K | 0.24% | 114 |
|
|
2020
Q4 | $537K | Buy |
4,264
+598
| +16% | +$75.3K | 0.25% | 102 |
|
|
2020
Q3 | $446K | Buy |
3,666
+68
| +2% | +$8.27K | 0.23% | 103 |
|
|
2020
Q2 | $434K | Buy |
3,598
+785
| +28% | +$94.7K | 0.23% | 101 |
|
|
2020
Q1 | $312K | Buy |
2,813
+50
| +2% | +$5.55K | 0.2% | 106 |
|
|
2019
Q4 | $371K | Sell |
2,763
-146
| -5% | -$19.6K | 0.17% | 137 |
|
|
2019
Q3 | $423K | Hold |
2,909
| – | – | 0.19% | 120 |
|
|
2019
Q2 | $401K | Sell |
2,909
-397
| -12% | -$54.7K | 0.18% | 124 |
|
|
2019
Q1 | $466K | Buy |
3,306
+624
| +23% | +$88K | 0.2% | 115 |
|
|
2018
Q4 | $305K | Sell |
2,682
-37
| -1% | -$4.21K | 0.14% | 125 |
|
|
2018
Q3 | $411K | Sell |
2,719
-1,694
| -38% | -$256K | 0.15% | 121 |
|
|
2018
Q2 | $617K | Sell |
4,413
-1,924
| -30% | -$269K | 0.26% | 74 |
|
|
2018
Q1 | $973K | Buy |
6,337
+4
| +0.1% | +$614 | 0.28% | 73 |
|
|
2017
Q4 | $971K | Sell |
6,333
-24
| -0.4% | -$3.68K | 0.28% | 73 |
|
|
2017
Q3 | $922K | Buy |
6,357
+191
| +3% | +$27.7K | 0.31% | 78 |
|
|
2017
Q2 | $949K | Buy |
6,166
+988
| +19% | +$152K | 0.34% | 71 |
|
|
2017
Q1 | $902K | Buy |
5,178
+430
| +9% | +$74.9K | 0.5% | 62 |
|
|
2016
Q4 | $788K | Sell |
4,748
-750
| -14% | -$124K | 0.46% | 65 |
|
|
2016
Q3 | $873K | Buy |
5,498
+9
| +0.2% | +$1.43K | 0.52% | 62 |
|
|
2016
Q2 | $833K | Sell |
5,489
-151
| -3% | -$22.9K | 0.51% | 64 |
|
|
2016
Q1 | $854K | Buy |
5,640
+228
| +4% | +$34.5K | 0.51% | 59 |
|
|
2015
Q4 | $745K | Sell |
5,412
-2,204
| -29% | -$303K | 0.47% | 64 |
|
|
2015
Q3 | $1.1M | Hold |
7,616
| – | – | 0.78% | 36 |
|
|
2015
Q2 | $1.24M | Sell |
7,616
-105
| -1% | -$17.1K | 0.74% | 38 |
|
|
2015
Q1 | $1.24M | Sell |
7,721
-120
| -2% | -$19.3K | 0.74% | 39 |
|
|
2014
Q4 | $1.26M | Sell |
7,841
-1,720
| -18% | -$276K | 0.73% | 35 |
|
|
2014
Q3 | $1.82M | Buy |
9,561
+127
| +1% | +$24.1K | 0.91% | 23 |
|
|
2014
Q2 | $1.71M | Sell |
9,434
-3,760
| -28% | -$682K | 0.82% | 23 |
|
|
2014
Q1 | $2.54M | Sell |
13,194
-380
| -3% | -$73.2K | 0.81% | 25 |
|
|
2013
Q4 | $2.55M | Sell |
13,574
-370
| -3% | -$69.4K | 0.88% | 25 |
|
|
2013
Q3 | $2.58M | Buy |
13,944
+188
| +1% | +$34.8K | 0.97% | 20 |
|
|
2013
Q2 | $2.63M | Buy |
+13,756
| New | +$2.63M | 0.95% | 20 |
|