Santa Fe Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-10,664
| Closed | -$1.66M | – | 516 |
|
|
2015
Q2 | $1.66M | Buy |
+10,664
| New | +$1.66M | 0.23% | 189 |
|
|
2014
Q3 | – | Sell |
-8,576
| Closed | -$1.49M | – | 544 |
|
|
2014
Q2 | $1.49M | Buy |
+8,576
| New | +$1.49M | 0.22% | 187 |
|
|
2013
Q4 | – | Sell |
-1,634
| Closed | -$289K | – | 515 |
|
|
2013
Q3 | $289K | Sell |
1,634
-1,161
| -42% | -$205K | 0.06% | 396 |
|
|
2013
Q2 | $511K | Buy |
+2,795
| New | +$511K | 0.1% | 319 |
|