Schwarz Dygos Wheeler Investment Advisors’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,491	Closed	-$210K	–	142
2022 Q4	$210K	Buy	+1,491	New	+$210K	0.08%	119
2022 Q3	–	Sell	-1,491	Closed	-$211K	–	121
2022 Q2	$211K	Buy	+1,491	New	+$211K	0.08%	115