Sanford Advisory Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,651
| Closed | -$233K | – | 113 |
|
|
2022
Q2 | $233K | Hold |
1,651
| – | – | 0.07% | 104 |
|
|
2022
Q1 | $215K | Buy |
1,651
+50
| +3% | +$6.51K | 0.06% | 104 |
|
|
2021
Q4 | $214K | Sell |
1,601
-283
| -15% | -$37.8K | 0.05% | 105 |
|
|
2021
Q3 | $250K | Sell |
1,884
-418
| -18% | -$55.5K | 0.06% | 96 |
|
|
2021
Q2 | $323K | Hold |
2,302
| – | – | 0.08% | 82 |
|
|
2021
Q1 | $293K | Sell |
2,302
-105
| -4% | -$13.4K | 0.08% | 85 |
|
|
2020
Q4 | $289K | Buy |
+2,407
| New | +$289K | 0.09% | 79 |
|