SBA
Secrest Blakey & Associates’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $305K | Hold |
2,510
| – | – | 0.7% | 44 |
|
|
2020
Q2 | $303K | Buy |
2,510
+10
| +0.4% | +$1.21K | 0.73% | 44 |
|
|
2020
Q1 | $277K | Hold |
2,500
| – | – | 0.75% | 38 |
|
|
2019
Q4 | $335K | Hold |
2,500
| – | – | 0.74% | 46 |
|
|
2019
Q3 | $364K | Hold |
2,500
| – | – | 0.3% | 74 |
|
|
2019
Q2 | $345K | Hold |
2,500
| – | – | 0.3% | 73 |
|
|
2019
Q1 | $353K | Hold |
2,500
| – | – | 0.34% | 70 |
|
|
2018
Q4 | $284K | Hold |
2,500
| – | – | 0.24% | 77 |
|
|
2018
Q3 | $378K | Hold |
2,500
| – | – | 0.29% | 70 |
|
|
2018
Q2 | $349K | Hold |
2,500
| – | – | 0.27% | 75 |
|
|
2018
Q1 | $384K | Sell |
2,500
-30
| -1% | -$4.61K | 0.33% | 75 |
|
|
2017
Q4 | $388K | Buy |
+2,530
| New | +$388K | 0.31% | 73 |
|