SAMT
Select Asset Management & Trust’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,853
| Closed | -$248K | – | 67 |
|
2023
Q2 | $248K | Sell |
1,853
-210
| -10% | -$28.1K | 0.15% | 56 |
|
2023
Q1 | $270K | Buy |
+2,063
| New | +$270K | 0.24% | 48 |
|
2014
Q2 | – | Sell |
-1,115
| Closed | -$215K | – | 41 |
|
2014
Q1 | $215K | Buy |
+1,115
| New | +$215K | 0.2% | 34 |
|